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Hang Zhao

Schwab Wealth Advisory, Inc.

Orlando, FL

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-12
FL RA APPROVED 2025-01-02
  • TX RA
    APPROVED
    Since 2025-09-12
  • FL RA
    APPROVED
    Since 2025-01-02

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
C&Es Global Exchange International Llc Oviedo FL 05/2012 09/2022
Equitable Advisors Llc New York NY 07/2022 10/2022
Charles Schwab & Co., Inc. Orlando FL 11/2022 Present
Schwab Wealth Advisory Inc Orlando FL 12/2024 Present
  • 05/2012 → 09/2022
    C&Es Global Exchange International Llc
    Oviedo, FL
  • 07/2022 → 10/2022
    Equitable Advisors Llc
    New York, NY
  • 11/2022 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 12/2024 → Present
    Schwab Wealth Advisory Inc
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-31
S63 Uniform Securities Agent State Law Examination 2023-02-03
  • S66 Uniform Combined State Law Examination
    2024-01-31
  • S63 Uniform Securities Agent State Law Examination
    2023-02-03
Other Names
  • Eve Zhao

View on SEC IAPD

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Other Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit
AARON LEE PHELPS
Kevin S Murphy
Craig J Miller
Mark D Miller
Ricky M Parker

Other Offices

CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL

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