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Alondra Isabel Arenas

Schwab Wealth Advisory, Inc.

San Francisco, CA

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
FL RA APPROVED 2025-11-03
  • FL RA
    APPROVED
    Since 2025-11-03

Branch Locations

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

1991 Summit Park Dr, 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
Jpmorgan Chase & Co. Heathrow FL 05/2016 11/2020
Jp Morgan Chase & Co. Heathrow FL 11/2020 07/2022
Charles Schwab & Co., Inc. Orlando FL 08/2022 Present
Schwab Wealth Advisory Inc Orlando FL 08/2025 Present
  • 05/2016 → 11/2020
    Jpmorgan Chase & Co.
    Heathrow, FL
  • 11/2020 → 07/2022
    Jp Morgan Chase & Co.
    Heathrow, FL
  • 08/2022 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 08/2025 → Present
    Schwab Wealth Advisory Inc
    Orlando, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-29
S63 Uniform Securities Agent State Law Examination 2025-06-30
  • S65 Uniform Investment Adviser Law Examination
    2025-09-29
  • S63 Uniform Securities Agent State Law Examination
    2025-06-30

View on SEC IAPD

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ZENTARA EXCHANGE LTD

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TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

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