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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 2026-04-01
LA RA APPROVED 2026-04-01
TX RA APPROVED 2026-03-25
  • FL RA
    APPROVED
    Since 2026-04-01
  • LA RA
    APPROVED
    Since 2026-04-01
  • TX RA
    APPROVED
    Since 2026-03-25

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
Pnc Bank Winter Park FL 12/2022 12/2023
Trustco Bank Winter Park FL 04/2022 12/2022
Homeland Vynil Products Winter Park FL 08/2016 04/2022
7-11 Orlando FL 01/2016 01/2017
Charles Schwab & Co., Inc. Orlando FL 12/2023 Present
Schwab Wealth Advisory. Inc Orlando FL 03/2026 Present
  • 12/2022 → 12/2023
    Pnc Bank
    Winter Park, FL
  • 04/2022 → 12/2022
    Trustco Bank
    Winter Park, FL
  • 08/2016 → 04/2022
    Homeland Vynil Products
    Winter Park, FL
  • 01/2016 → 01/2017
    7-11
    Orlando, FL
  • 12/2023 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 03/2026 → Present
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-03
S63 Uniform Securities Agent State Law Examination 2024-05-15
  • S66 Uniform Combined State Law Examination
    2025-07-03
  • S63 Uniform Securities Agent State Law Examination
    2024-05-15

View on SEC IAPD

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