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Felipe Jose Florez

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
TX RA APPROVED 2025-07-10
FL RA APPROVED 2024-09-13
  • TX RA
    APPROVED
    Since 2025-07-10
  • FL RA
    APPROVED
    Since 2024-09-13

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
Charles Schwab & Co., Inc. Orlando FL 05/2017 Present
Kelly Services Orlando FL 04/2017 05/2017
Unemployed Orlando FL 02/2017 04/2017
Captel Services Orlando FL 02/2016 02/2017
Schwab Wealth Advisory, Inc. Orlando FL 06/2024 Present
  • 05/2017 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 04/2017 → 05/2017
    Kelly Services
    Orlando, FL
  • 02/2017 → 04/2017
    Unemployed
    Orlando, FL
  • 02/2016 → 02/2017
    Captel Services
    Orlando, FL
  • 06/2024 → Present
    Schwab Wealth Advisory, Inc.
    Orlando, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-29
S63 Uniform Securities Agent State Law Examination 2017-08-25
  • S65 Uniform Investment Adviser Law Examination
    2024-07-29
  • S63 Uniform Securities Agent State Law Examination
    2017-08-25

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
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