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Nolan Deran Cancino

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 2023-08-10
TX RA APPROVED 2023-07-25
  • FL RA
    APPROVED
    Since 2023-08-10
  • TX RA
    APPROVED
    Since 2023-07-25

Branch Locations

1991 Summit Park Drive, Orlando, FL 32810-5900 • 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
Charles Schwab & Co.,Inc. Orlando FL 03/2017 12/2017
Julius Baer Bank & Trust ( Bahamas ) Limited Nassau Bahamas 08/2015 12/2016
Morgan Stanley Smith Barney Llc Winter Park FL 01/2018 07/2018
Charles Schwab & Co., Inc. Orlando FL 07/2018 Present
Schwab Wealth Advisory, Inc. Orlando FL 09/2020 04/2023
Schwab Wealth Advisory, Inc. Orlando FL 07/2023 Present
  • 03/2017 → 12/2017
    Charles Schwab & Co.,Inc.
    Orlando, FL
  • 08/2015 → 12/2016
    Julius Baer Bank & Trust ( Bahamas ) Limited
    Nassau Bahamas
  • 01/2018 → 07/2018
    Morgan Stanley Smith Barney Llc
    Winter Park, FL
  • 07/2018 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 09/2020 → 04/2023
    Schwab Wealth Advisory, Inc.
    Orlando, FL
  • 07/2023 → Present
    Schwab Wealth Advisory, Inc.
    Orlando, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-23
S63 Uniform Securities Agent State Law Examination 2017-06-27
  • S66 Uniform Combined State Law Examination
    2020-05-23
  • S63 Uniform Securities Agent State Law Examination
    2017-06-27
Other Names
  • Nolan Cancino

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
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SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
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