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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 2026-05-12
LA RA APPROVED 2026-05-12
TX RA APPROVED 2026-05-06
  • FL RA
    APPROVED
    Since 2026-05-12
  • LA RA
    APPROVED
    Since 2026-05-12
  • TX RA
    APPROVED
    Since 2026-05-06

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
Full Time Education Kissimmee FL 12/2013 09/2016
Full Time Education Kissimmee FL 09/2016 05/2020
Full Time Education Kissimmee FL 09/2018 09/2020
Full Time Education Orlando FL 09/2020 09/2023
Unemployed Kissimmee FL 09/2023 12/2023
Charles Schwab & Co., Inc. Orlando FL 12/2023 Present
Schwab Wealth Advisory, Inc Orlando FL 05/2026 Present
  • 12/2013 → 09/2016
    Full Time Education
    Kissimmee, FL
  • 09/2016 → 05/2020
    Full Time Education
    Kissimmee, FL
  • 09/2018 → 09/2020
    Full Time Education
    Kissimmee, FL
  • 09/2020 → 09/2023
    Full Time Education
    Orlando, FL
  • 09/2023 → 12/2023
    Unemployed
    Kissimmee, FL
  • 12/2023 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 05/2026 → Present
    Orlando, FL
Other Businesses

1) Bsleezy|Investment Related: No|Music|Artist & Producer|9/23/2024|Less than 20 hour/month - 0 during trading hours|I will compose, record, publish and distribute music under the artist name Bsleezy on all music platforms. I will also promote the songs on social media platforms to build the artist brand. Lastly, I will produce, mix, master, and distribute instrumentals under the producer name Seeyasleezy.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-18
S63 Uniform Securities Agent State Law Examination 2024-04-12
  • S66 Uniform Combined State Law Examination
    2025-03-18
  • S63 Uniform Securities Agent State Law Examination
    2024-04-12

View on SEC IAPD

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