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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 | 2019-01-02 |
| FL | RA | APPROVED | 2001-09-26 |
Branch Locations
110 Merrick Way Suite 1, Coral Gables, FL 33134-5236 • United States
801 Brickell Ave Suite 640, Miami, FL 33131 • 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. | Coral Gables | FL | 10/2001 | Present |
| Charles Schwab Bank, Ssb | Coral Gables | FL | 02/2005 | Present |
Start Date = 11-22-17| 300 S. Biscayne Blvd. #L-816 LLC| Sole Member of LLC/Property Owner| Miami, FL| Hours/Month = Less than 20| Rental Property Owner (closing 11/22/17). Property will be held under the 300 S. Biscayne Blvd. #L-816 LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-27 |
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