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75 Prospect St, Suite 402C, Huntington, NY 11743 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-25 |
Branch Locations
Orange City, FL • United States
75 Prospect St, Suite 402C, Huntington, NY 11743 • United States
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 06/1997 | 06/2026 |
| Schwab Wealth Advisory Inc | Orlando | FL | 01/2012 | 06/2026 |
| Eagle'S Crest Advisors, Llc | Orange City | FL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-18 |
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