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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pricewaterhousecoopers | Tampa | FL | 09/2011 | 09/2016 |
| Esquire Tax Firm Americas Tax Attorney Carrington | Tampa | FL | 09/2016 | 07/2025 |
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2025 | Present |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 05/2026 | Present |
1) Voda Cleaning & Restoration of Wesley Chapel & Zephyrhills | Investment Related:No||Other|Owner|2025-03-03||0|Administrative only in nature. , 2) Nehemiah Jefferson | Investment Related:No||Printing/Publishing|Author|2015-09-15||0|I am the author of several books.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-10 |
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