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Advisor at FLORIDA FINANCIAL PLANNING LLC
WINTER GARDEN, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FLORIDA FINANCIAL PLANNING LLC | State registered | Jan 1, 2026 | n/a | yes | WINTER GARDEN, FL | Current employment |
| SCHWAB WEALTH ADVISORY, INC. | No RAUM reported | Feb 28, 2020 | Sep 13, 2024 | no | Orlando, FL | Previous registration |
| SCHWAB WEALTH ADVISORY, INC. | No RAUM reported | Apr 27, 2016 | May 31, 2019 | no | ORLANDO, FL | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jan 28, 2014 | Feb 28, 2020 | no | Orlando, FL|Orlando, FL|Lone Tree, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | FLORIDA FINANCIAL PLANNING LLC | Sep 13, 2024 | Jan 1, 2026 | 475 | Firm change after gap | Other |
| CHARLES SCHWAB & CO., INC. | SCHWAB WEALTH ADVISORY, INC. | Feb 28, 2020 | Apr 27, 2016 | -1,402 | Channel change | Other |