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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 | 2020-01-08 |
| FL | RA | APPROVED | 2019-07-25 |
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Winter Garden | FL | 07/2013 | 08/2017 |
| Stratos Wealth Partners, Ltd | Winter Garden | FL | 07/2013 | 08/2017 |
| Charles Schwab & Co., Inc. | Orlando | FL | 03/2019 | Present |
| Schwab Wealth Advisory, Inc. | Orlando | FL | 03/2019 | Present |
| Self Employed | 1079 Spring Mill Dr | FL | 07/2013 | 03/2019 |
1) Rental House | Investment Related:No|213 hazzard st|Orlando|FL|32804|USA|Real Estate (Non-Agent/Broker)|Owner|7/1/2002|Less than 20|0|deposit rental check monthly
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-18 |
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