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Olivia Harder

Schwab Wealth Advisory, Inc.

Orlando, FL

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-05
  • FL RA
    APPROVED
    Since 2026-05-05

Branch Locations

1991 Summit Park Drive,, 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
Payless Shoe Source Caledonia MI 04/2016 04/2017
Loft Outlet Edinburgh IN 04/2017 09/2019
Loft Outlet Orlando FL 09/2019 12/2019
Salon Dulay Windermere FL 12/2019 06/2023
Charles Schwab & Co., Inc. Orlando FL 06/2023 Present
Schwab Wealth Advisory Inc Orlando FL 03/2026 Present
  • 04/2016 → 04/2017
    Payless Shoe Source
    Caledonia, MI
  • 04/2017 → 09/2019
    Loft Outlet
    Edinburgh, IN
  • 09/2019 → 12/2019
    Loft Outlet
    Orlando, FL
  • 12/2019 → 06/2023
    Salon Dulay
    Windermere, FL
  • 06/2023 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 03/2026 → Present
    Schwab Wealth Advisory Inc
    Orlando, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-29
S63 Uniform Securities Agent State Law Examination 2023-12-06
  • S65 Uniform Investment Adviser Law Examination
    2025-10-29
  • S63 Uniform Securities Agent State Law Examination
    2023-12-06

View on SEC IAPD

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Other Investors

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

Other Offices

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

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