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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-07-28 |
| TX | RA | APPROVED_RES | 2021-01-11 |
| FL | RA | APPROVED | 2016-05-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schwab Wealth Advisory, Inc. | Orlando | FL | 05/2016 | Present |
| Charles Schwab & Co., Inc. | Orlando | FL | 05/2016 | Present |
1) Dr. Dei's Physical Therapy Centre | Investment Related:No|12030 Silverlake Park Dr|Winderemere|FL|34786|USA|Healthcare Services|VP|4/24/2017|Less than 20|0|Dr. Deidra C Morrison (wife) is in the process of setting up her own Physical Therapy Practice and will need my expertise to help with overall direction of the company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-27 |
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