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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-24 |
Branch Locations
1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schwab Private Client Investment Advisory, Inc. | Orlando | FL | 01/2012 | 01/2024 |
| Principal Financial (Via Allsource) | Des Moines | IA | 04/2024 | 12/2025 |
| Charles Schwab & Co,, Inc. | Orlando | FL | 05/2026 | Present |
| Unemployed | Longwood | FL | 01/2026 | 04/2026 |
| Unemployed | Longwood | FL | 02/2024 | 03/2024 |
| Charles Schwab Bank | Orlando | FL | 05/2026 | Present |
1) ANIMAL SAFEHOUSE OF BREVARD | Investment Related:No|158 HARDING AVE|Nonprofit Charitable Organizations|BOARD MEMBER|2006-01-01|Less than 20|0|SUPPORT COMMUNICATION EFFORTS OF THE ORGANIZATION AND PROVIDE INPUT ON DECISION MAKING OF THE BOARD, 2) THE411ONRENTALS LLC | Investment Related:No||Real Estate (Non-Agent/Broker)|CEO|2025-01-01|Less than 20|0|REAL ESTATE RENTAL PROPERTIES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-22 |
| S66 | Uniform Combined State Law Examination | 2006-02-13 |
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