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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Naples | FL | 04/2015 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Naples | FL | 04/2015 | 09/2016 |
| Morgan Stanley | Plantation | FL | 10/2016 | 06/2024 |
| Lpl Financial Llc | Naples | FL | 06/2024 | 06/2025 |
| Charles Schwab & Co., Inc. | Naples | FL | 12/2025 | Present |
| Charles Schwab Bank, Ssb | Naples | FL | 12/2025 | Present |
| Unemployed | Naples | FL | 07/2025 | 11/2025 |
1) Lajuana Bentley Charles of the Arts Inc.|Investment Related:No|Nonprofit Charitable Organizations|President|2025-05-19|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|This is a Nonprofit Family Legacy Summer Camp to provide exposure art, dance, music and singing to underprivileged children in the community. It is in its infancy and had not gotten off the ground as yet. It is anticipated for Summer. 2026. My daughter and son will be running its day to day I will just be overseeing and approving any programs and activities. It will not be involved in any financial services or investment related activities. 2) AD Banker / The CE Shop|Investment Related:No|Education|Subject Matter Expert|2025-09-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Review, correct or revise educational and training, Exam Prep material for accuracy and updates in SEC and FINRA laws and regulations for a host of Series Exams. Similar to Kaplan or Dearborn Study courses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-25 |
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