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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-06
  • FL RA
    APPROVED
    Since 2026-01-06

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
Morgan Stanley Temple Terrace FL 03/2021 12/2025
Goldman Sachs Salt Lake City UT 10/2017 02/2021
Cafe Sevilla San Diego CA 08/2016 10/2017
Morgan Stanley Private Bank, N.A New York NY 01/2023 12/2025
Charles Schwab & Co, Inc Orlando FL 12/2025 Present
Schwab Wealth Advisory, Inc Orlando FL 12/2025 Present
  • 03/2021 → 12/2025
    Temple Terrace, FL
  • 10/2017 → 02/2021
    Goldman Sachs
    Salt Lake City, UT
  • 08/2016 → 10/2017
    Cafe Sevilla
    San Diego, CA
  • 01/2023 → 12/2025
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 12/2025 → Present
    Orlando, FL
  • 12/2025 → Present
    Schwab Wealth Advisory, Inc
    Orlando, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-17
  • S66 Uniform Combined State Law Examination
    2021-05-17
Other Names
  • Travis J Desilva

View on SEC IAPD

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