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Cliff James Worthylake

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 2026-02-17
  • FL RA
    APPROVED
    Since 2026-02-17

Branch Locations

70 S. Keller Road, 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
Wa Global Orlando FL 11/2021 03/2023
Amazon Fairview OR 08/2021 10/2021
Gregor Media Group Kihei HI 01/2020 10/2021
Mt. Hood Oregon Resort Welches OR 08/2019 02/2020
Swire Coca Cola, Usa Wilsonville OR 10/2017 07/2019
Mountain View Golf Course Boring OR 08/2015 06/2017
Stone Age Construction Sandy OR 06/2017 10/2017
Charles Schwab & Co., Inc. Orlando FL 03/2023 Present
  • 11/2021 → 03/2023
    Wa Global
    Orlando, FL
  • 08/2021 → 10/2021
    Amazon
    Fairview, OR
  • 01/2020 → 10/2021
    Gregor Media Group
    Kihei, HI
  • 08/2019 → 02/2020
    Mt. Hood Oregon Resort
    Welches, OR
  • 10/2017 → 07/2019
    Swire Coca Cola, Usa
    Wilsonville, OR
  • 08/2015 → 06/2017
    Mountain View Golf Course
    Boring, OR
  • 06/2017 → 10/2017
    Stone Age Construction
    Sandy, OR
  • 03/2023 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-13
  • S66 Uniform Combined State Law Examination
    2026-02-13
Other Names
  • C.J. Worthylake

View on SEC IAPD

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FUND ADVISORS OF AMERICA INC
BROOKSTONE CAPITAL MANAGEMENT LLC

Other Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit
AARON LEE PHELPS
Kevin S Murphy
Craig J Miller
Mark D Miller
Ricky M Parker

Other Offices

SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
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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