Best Investors Account Sign in

Shawn Michael Conboy

Schwab Wealth Advisory, Inc.

Orlando, FL

Claim This Profile
Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-06
FL RA APPROVED 2025-12-22
  • TX RA
    APPROVED
    Since 2026-01-06
  • FL RA
    APPROVED
    Since 2025-12-22

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. Orlando FL 08/2022 Present
American Campus Communities Orlando FL 11/2021 08/2022
Planet Smoothies Orlando FL 02/2021 10/2021
Indian River County Recreation Vero Beach FL 07/2016 04/2018
Full Time Student Orlando FL 05/2018 02/2021
Schwab Wealth Advisory, Inc. Orlando FL 11/2025 Present
  • 08/2022 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 11/2021 → 08/2022
    American Campus Communities
    Orlando, FL
  • 02/2021 → 10/2021
    Planet Smoothies
    Orlando, FL
  • 07/2016 → 04/2018
    Indian River County Recreation
    Vero Beach, FL
  • 05/2018 → 02/2021
    Full Time Student
    Orlando, FL
  • 11/2025 → Present
    Schwab Wealth Advisory, Inc.
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-07
S63 Uniform Securities Agent State Law Examination 2022-12-30
  • S66 Uniform Combined State Law Examination
    2025-03-07
  • S63 Uniform Securities Agent State Law Examination
    2022-12-30
Other Names
  • Shawn Conboy

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
TIMOTHY PARTNERS, LTD.
FIDUCIARY FIRST
WEALTHSPIRE RETIREMENT ADVISORY
CORNERSTONE TRUST MANAGEMENT SERVICES LLC
EDELMAN FINANCIAL ENGINES
FUND ADVISORS OF AMERICA INC
BROOKSTONE CAPITAL MANAGEMENT LLC

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

More in Orlando, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor