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Gerardo G Davila Diaz

Charles Schwab & Co., Inc.

Orlando, FL

CRD 7840331

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-29
  • FL RA
    APPROVED
    Since 2026-07-29

Branch Locations

1958/1950/1991/2001 Summit Park Dr. Orlando Campus, 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
Tilly's Kissimmee FL 01/2016 07/2017
Frito Lay Orlando FL 07/2017 02/2019
Marshall's Almonte Springs FL 01/2019 05/2019
American Income Life Orlando FL 05/2019 12/2019
Td Bank Winter Park FL 01/2020 06/2023
Jpmorgan Chase Orlando FL 06/2023 12/2023
Charles Schwab & Co., Inc. Orlando FL 01/2024 Present
Charles Schwab Bank, Ssb Orlando FL 05/2026 Present
  • 01/2016 → 07/2017
    Tilly's
    Kissimmee, FL
  • 07/2017 → 02/2019
    Frito Lay
    Orlando, FL
  • 01/2019 → 05/2019
    Marshall's
    Almonte Springs, FL
  • 05/2019 → 12/2019
    American Income Life
    Orlando, FL
  • 01/2020 → 06/2023
    Td Bank
    Winter Park, FL
  • 06/2023 → 12/2023
    Jpmorgan Chase
    Orlando, FL
  • 01/2024 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 05/2026 → Present
    Charles Schwab Bank, Ssb
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-28
S63 Uniform Securities Agent State Law Examination 2024-06-10
  • S66 Uniform Combined State Law Examination
    2026-07-28
  • S63 Uniform Securities Agent State Law Examination
    2024-06-10
Other Names
  • Gerardo Davila

View on SEC IAPD

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