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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-24
  • FL RA
    APPROVED
    Since 2026-06-24

Branch Locations

1991 Summit Park Drive , Orlando, FL 32810 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Lone Tree CO 08/2023 Present
Full Time Education Marriottsville MD 08/2019 05/2023
Waverly Woods Golf Club Marriottsville MD 06/2021 09/2021
Sea King Seafood Market Ellicott City MD 02/2019 06/2023
Unemployed Marriottsville MD 08/2013 02/2019
Schwab Wealth Advisory, Inc. Lone Tree CO 08/2023 Present
  • 08/2023 → Present
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 08/2019 → 05/2023
    Full Time Education
    Marriottsville, MD
  • 06/2021 → 09/2021
    Waverly Woods Golf Club
    Marriottsville, MD
  • 02/2019 → 06/2023
    Sea King Seafood Market
    Ellicott City, MD
  • 08/2013 → 02/2019
    Unemployed
    Marriottsville, MD
  • 08/2023 → Present
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-17
  • S66 Uniform Combined State Law Examination
    2023-11-17
Designations
Other Names
  • Manny Guillen

View on SEC IAPD

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