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Andrew Levin

Charles Schwab & Co., Inc.

Orlando, FL

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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 2025-03-26
  • FL RA
    APPROVED
    Since 2025-03-26

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
Full-Time Education Orlando FL 03/2016 12/2016
Mcdonald's Maitland FL 01/2016 04/2018
Td Bank Winter Park FL 04/2018 10/2022
Florida Financial Advisors Orlando FL 10/2022 12/2022
Charles Schwab & Co., Inc. Orlando FL 03/2023 Present
  • 03/2016 → 12/2016
    Full-Time Education
    Orlando, FL
  • 01/2016 → 04/2018
    Mcdonald's
    Maitland, FL
  • 04/2018 → 10/2022
    Td Bank
    Winter Park, FL
  • 10/2022 → 12/2022
    Florida Financial Advisors
    Orlando, FL
  • 03/2023 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
Other Businesses

1) Self employed musician | Investment Related:No|Performing/Fine Arts|Songwriter, keyboardist|5/29/2025|Less than 20|0|I write and perform music, usually on the piano, no financial services are given, I have not yet been paid, but I could be if I get a gig

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-25
S63 Uniform Securities Agent State Law Examination 2023-07-26
  • S66 Uniform Combined State Law Examination
    2025-03-25
  • S63 Uniform Securities Agent State Law Examination
    2023-07-26

View on SEC IAPD

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