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Nikolaus Joel Lancaster

Schwab Wealth Advisory, Inc.

Tampa, 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 2026-01-22
TX RA APPROVED 2026-01-13
  • FL RA
    APPROVED
    Since 2026-01-22
  • TX RA
    APPROVED
    Since 2026-01-13

Branch Locations

14525 Mirasol Manor Ct, Tampa, FL 33626 • 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
Vineyard Vines Cincinnati OH 05/2019 01/2020
The Phoenix Cincinnati OH 10/2019 03/2020
Marigold Catering Cleveland OH 05/2018 09/2018
Panera Bread Wilmington MA 05/2017 09/2017
Charles Schwab & Co., Inc. Plano TX 11/2022 Present
Unemployed Dallas TX 08/2022 11/2022
Full-Time Education Irving TX 08/2020 08/2022
Unemployed Dallas TX 03/2020 08/2020
Unemployed Cleveland OH 09/2018 05/2019
Full-Time Education Cincinnati OH 08/2016 05/2020
Unemployed Cleveland OH 06/2016 05/2017
Schwab Wealth Advisory Inc Plano TX 01/2026 Present
  • 05/2019 → 01/2020
    Vineyard Vines
    Cincinnati, OH
  • 10/2019 → 03/2020
    The Phoenix
    Cincinnati, OH
  • 05/2018 → 09/2018
    Marigold Catering
    Cleveland, OH
  • 05/2017 → 09/2017
    Panera Bread
    Wilmington, MA
  • 11/2022 → Present
    Charles Schwab & Co., Inc.
    Plano, TX
  • 08/2022 → 11/2022
    Unemployed
    Dallas, TX
  • 08/2020 → 08/2022
    Full-Time Education
    Irving, TX
  • 03/2020 → 08/2020
    Unemployed
    Dallas, TX
  • 09/2018 → 05/2019
    Unemployed
    Cleveland, OH
  • 08/2016 → 05/2020
    Full-Time Education
    Cincinnati, OH
  • 06/2016 → 05/2017
    Unemployed
    Cleveland, OH
  • 01/2026 → Present
    Schwab Wealth Advisory Inc
    Plano, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-09
S63 Uniform Securities Agent State Law Examination 2023-03-03
  • S66 Uniform Combined State Law Examination
    2024-07-09
  • S63 Uniform Securities Agent State Law Examination
    2023-03-03

View on SEC IAPD

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