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Robert Edward Smith

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
FL RA APPROVED 2021-07-28
TX RA APPROVED 2021-07-26
  • FL RA
    APPROVED
    Since 2021-07-28
  • TX RA
    APPROVED
    Since 2021-07-26

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
Edward Jones Ocoee FL 08/2016 06/2021
Schwab Wealth Advisory Inc Orlando FL 07/2021 Present
Charles Schwab & Co., Inc. Orlando FL 07/2021 Present
Previous Registrations
  • 2016-10-19 → 2021-06-29
    Edward Jones
    Winter Garden, FL
    Winter Garden, FL
    St Louis, MO
    Winter Garden, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-17
  • S66 Uniform Combined State Law Examination
    2016-10-17
Other Names
  • Robert Smith

View on SEC IAPD

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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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