John L. Singletary
Professional summary
John Leslie Singletary, CFP®, who also goes by John L. Singletary, John Singletary, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Orlando, Florida and CHARLES SCHWAB & CO., INC. located in Orlando, Florida.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. John has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 10, Series 9 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Leslie Singletary's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 15, 2012 - Present
SCHWAB WEALTH ADVISORY, INC.
Office #1: 1991 Summit Park Drive, Orlando, FL 32810September 16, 2004 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 1991 Summit Park Drive, Orlando, FL 32810January 26, 2012 - March 22, 2012
CHARLES SCHWAB & CO., INC.
December 13, 2005 - December 31, 2011
CHARLES SCHWAB & CO., INC.
February 10, 2003 - July 27, 2004
CHARLES SCHWAB & CO., INC.
May 13, 1997 - July 27, 2004
CHARLES SCHWAB & CO., INC.
January 22, 1997 - April 22, 1997
MORGAN STANLEY DW INC.
September 11, 1995 - December 23, 1996
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/14/2025)
(11/22/2006)
(9/16/2004)
(1/3/2011)
(9/23/2004)
(9/23/2004)
(9/16/2004)
(2/15/2012)
(9/23/2004)
(7/5/2006)
(4/13/2021)
(1/3/2023)
(8/8/2022)
(2/27/2015)
(11/23/2011)
(12/18/2017)
(4/22/2013)
(3/9/2020)
(10/24/2024)
(10/28/2022)
(6/18/2008)
(9/23/2004)
(9/23/2004)
(10/29/2019)
(1/20/2005)
(9/23/2004)
(3/14/2025)
(1/2/2020)
(1/2/2020)
(9/23/2004)
(9/23/2004)
(8/2/2018)
Exams
Series 8
Date: 2/12/1999
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
Nasdaq Stock Market
Current Firm
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
Contact information
SEC notice filing (53 States and Territories)
Red Flags
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Company Information
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035Orlando, FL 32810TRUST BUT VERIFY
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