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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-11 |
| FL | RA | APPROVED | 2012-02-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 05/2004 | Present |
| Schwab Wealth Advisory Inc | Orlando | FL | 01/2012 | Present |
1) Kappa Leadership Development League|Investment Related:No|P.O. Box 3572;Winter Park;FL;32879;USA|youth mentoring|Chairman/Advisor|2005-09-01|HoursPerMonth:More than 40|HoursSpentduringSecurityTrading:0|It is a youth mentoring program sponsored by the Winter Park (FL) Alumni Chapter of Kappa Alpha Psi Fraternity Inc. We meet regularly with young men ages 12-18 and expose them to career opportunities, and projects that teach them to be leaders. 2) The Experience Christian Center|Investment Related:No|1224 26th Street;Orlando;FL;32805;USA|Church|Board of Director|2012-01-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Assist with the management side of church.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-13 |
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