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Tanya Tremel

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 2025-10-16
  • FL RA
    APPROVED
    Since 2025-10-16

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
Supelle Boca Raton FL 11/2022 10/2023
Livetrends Design Group Apopka FL 02/2022 08/2022
Lockheed Martin Orlando FL 03/2020 03/2022
Kie Collaborators- Business As Huntersville NC 08/2022 10/2022
Full Time Education Orlando FL 08/2018 08/2022
Full Time Education Altamonte FL 01/2014 08/2018
Charles Schwab & Co., Inc Orlando FL 10/2023 Present
Schwab Wealth Advisory, Inc Orlando FL 10/2025 Present
  • 11/2022 → 10/2023
    Supelle
    Boca Raton, FL
  • 02/2022 → 08/2022
    Livetrends Design Group
    Apopka, FL
  • 03/2020 → 03/2022
    Lockheed Martin
    Orlando, FL
  • 08/2022 → 10/2022
    Kie Collaborators- Business As
    Huntersville, NC
  • 08/2018 → 08/2022
    Full Time Education
    Orlando, FL
  • 01/2014 → 08/2018
    Full Time Education
    Altamonte, FL
  • 10/2023 → Present
    Charles Schwab & Co., Inc
    Orlando, FL
  • 10/2025 → Present
    Schwab Wealth Advisory, Inc
    Orlando, FL
Other Businesses

1) Joy Marketing|Investment Related: No|Advertising|Owner|11/1/2022|Less than 20 hour/month - 0 during trading hours|I outsource marketing skills to start up companies

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-13
S63 Uniform Securities Agent State Law Examination 2024-05-16
  • S66 Uniform Combined State Law Examination
    2025-08-13
  • S63 Uniform Securities Agent State Law Examination
    2024-05-16

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
TIMOTHY PARTNERS, LTD.
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WEALTHSPIRE RETIREMENT ADVISORY
CORNERSTONE TRUST MANAGEMENT SERVICES LLC
EDELMAN FINANCIAL ENGINES
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

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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