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Lucas Wyland

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 2025-12-02
  • FL RA
    APPROVED
    Since 2025-12-02

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
Bmw Of Ocala Ocala FL 12/2019 05/2023
Cracker Barrel Ocala FL 10/2019 02/2020
Sam's Club Ocala FL 09/2019 12/2019
R+L Global Logistics Ocala FL 05/2018 07/2019
Full Time Education Wilmore KY 08/2018 05/2023
Full Time Education Ocala FL 07/2005 05/2018
Charles Schwab & Co., Inc. Orlando FL 10/2023 Present
Unemployed Kissimmee FL 05/2023 10/2023
Schwab Wealth Advisory, Inc. Orlando FL 11/2025 Present
  • 12/2019 → 05/2023
    Bmw Of Ocala
    Ocala, FL
  • 10/2019 → 02/2020
    Cracker Barrel
    Ocala, FL
  • 09/2019 → 12/2019
    Sam's Club
    Ocala, FL
  • 05/2018 → 07/2019
    R+L Global Logistics
    Ocala, FL
  • 08/2018 → 05/2023
    Full Time Education
    Wilmore, KY
  • 07/2005 → 05/2018
    Full Time Education
    Ocala, FL
  • 10/2023 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 05/2023 → 10/2023
    Unemployed
    Kissimmee, FL
  • 11/2025 → Present
    Schwab Wealth Advisory, Inc.
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-07
S63 Uniform Securities Agent State Law Examination 2024-02-23
  • S66 Uniform Combined State Law Examination
    2025-10-07
  • S63 Uniform Securities Agent State Law Examination
    2024-02-23

View on SEC IAPD

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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

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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