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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-12-16 |
| TX | RA | APPROVED | 2025-12-16 |
| FL | RA | APPROVED | 2015-10-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schwab Wealth Advisory Inc | Orlando | FL | 08/2015 | Present |
| Charles Schwab & Co., Inc. | Orlando | FL | 08/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-04 |
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