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Akiba Asha Reid

Charles Schwab & Co., Inc.

Orlando, FL

Westlake, TX

CRD 3172886

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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 2024-10-29
  • FL RA
    APPROVED
    Since 2024-10-29

Branch Locations

70 S. Keller Road, Orlando, FL 32810 • United States

3000 Schwab Way, Westlake, TX 76262 • 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
Nylife Securities Llc Maitland FL 05/2018 11/2018
New York Life Insurance Co Maitland FL 03/2018 11/2018
Anthropologie Orlando FL 11/2017 04/2018
Unemployed Orlando FL 09/2017 11/2017
Hilton Grand Vacations Orlando FL 05/2017 08/2017
Unemployed Orlando FL 11/2016 04/2017
Artur J Gallagher & Co Cgm Gallagher Christ Church 02/2014 10/2016
Charles Schwab & Co., Inc. Orlando FL 12/2018 Present
  • 05/2018 → 11/2018
    Nylife Securities Llc
    Maitland, FL
  • 03/2018 → 11/2018
    New York Life Insurance Co
    Maitland, FL
  • 11/2017 → 04/2018
    Anthropologie
    Orlando, FL
  • 09/2017 → 11/2017
    Unemployed
    Orlando, FL
  • 05/2017 → 08/2017
    Hilton Grand Vacations
    Orlando, FL
  • 11/2016 → 04/2017
    Unemployed
    Orlando, FL
  • 02/2014 → 10/2016
    Artur J Gallagher & Co Cgm Gallagher
    Christ Church
  • 12/2018 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-26
S63 Uniform Securities Agent State Law Examination 2018-06-04
  • S65 Uniform Investment Adviser Law Examination
    2024-10-26
  • S63 Uniform Securities Agent State Law Examination
    2018-06-04
Other Names
  • Akiba Reid
  • Akiba Asha Reid

View on SEC IAPD

Nearby Firms

SCHWAB WEALTH ADVISORY, INC.
TIMOTHY PARTNERS, LTD.
FIDUCIARY FIRST

Nearby Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit

Nearby Offices

SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL

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