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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 | 2026-01-05 |
| FL | RA | APPROVED | 2015-03-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Vero Beach | FL | 01/2015 | Present |
| Charles Schwab Bank, Ssb | Vero Beach | FL | 01/2015 | Present |
1) United Healthcare Medicare Solutions | Investment Related: No | 495 North Keller Rd. #200, Maitland, FL, 32751, USA | Insurance | Receipt of Residual Payments | Start date: 1/26/2015 | Less than 20 hour/month - 0 during trading hours | Lifetime residual income from prior years Medicare health insurance sales. I don't have any current contact with past clients. They are serviced through United Healthcare due to HIPAA regulations. I receive monthly deposits for commissions earned in prior years. No new business is being generated. 2) FREE THE CORK, LLC | Investment Related: No | 11232 BEACH WALKWAY NE; ST. PETERSBURG; FL; 33716; USA | Internet Services | MEMBER OF LLC | Start date: 2024-02-15 | Hours Per Month: Less than 20 | Hours Spent during Security Trading: 0 | NONE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-25 |
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