Lance Robinson

Charles Schwab & Co., Inc.

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Current Employers

Charles Schwab & Co., Inc.

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-10-17

FL RA
APPROVED

Since 2024-10-17

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

Organization	City	State	From	To
Unemployed	Orlando	FL	09/2022	04/2023
Capco Risc Services	Maitland	FL	06/2022	09/2022
Charles Schwab & Co Inc,.	Orlando	FL	04/2023	Present
Unemployed	Winter Park	FL	05/2014	08/2018
Unemployed	Winter Park	FL	08/2018	06/2022
Charles Schwab Bank	Orlando	FL	10/2025	Present

09/2022 → 04/2023

Unemployed

Orlando, FL
06/2022 → 09/2022

Capco Risc Services

Maitland, FL
04/2023 → Present

Charles Schwab & Co Inc,.

Orlando, FL
05/2014 → 08/2018

Unemployed

Winter Park, FL
08/2018 → 06/2022

Unemployed

Winter Park, FL
10/2025 → Present

Charles Schwab Bank

Orlando, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-10-16
S63	Uniform Securities Agent State Law Examination	2024-06-03

S65 Uniform Investment Adviser Law Examination

2024-10-16
S63 Uniform Securities Agent State Law Examination

2024-06-03

View on SEC IAPD

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