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Blake Smith

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 2026-05-22
  • FL RA
    APPROVED
    Since 2026-05-22

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
Charles Schwab & Co., Inc. Orlando FL 04/2026 Present
W&S Brokerage Services, Inc. Daniel Island SC 06/2023 04/2024
Western Southern Life Daniel Island SC 06/2023 04/2026
Bintelli Llc Charleston SC 01/2013 06/2023
Previous Registrations
Other Businesses

1) BTS Properties | Investment Related:No|212 Hickory St|Real Estate (Non-Agent/Broker)|Owner|2023-05-05|Less than 20|0|I'm the owner of the business and have a property management team that manages the day to day on STR renting of my duplex., 2) BTS Renovations | Investment Related:No|1831 Jaywood Circle|Construction - Residential/Commercial/Office|Owner|2025-01-01|Less than 20|0|This is a handyman services company. I'm just the owner/investor. My business partner runs the day to day.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-05
S63 Uniform Securities Agent State Law Examination 2024-01-19
  • S65 Uniform Investment Adviser Law Examination
    2026-01-05
  • S63 Uniform Securities Agent State Law Examination
    2024-01-19
Other Names
  • Blake Smith
  • Blake Thomas Smith

View on SEC IAPD

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