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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2003-04-01 |
Branch Locations
1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Orlando | FL | 09/1999 | Present |
| Optionsxpress, Inc. | Austin | TX | 09/2012 | 10/2017 |
| Charles Schwab Bank, Ssb | Orlando | FL | 12/2023 | Present |
Start Date = 07-18-13| Rental property - Floridian| Sole owner of rental property| Kissimmee, FL| Hours/Month = Less than 20| I am the sole owner of this rental home. I hired a professional property management company called Rentcare. I have no management responsibilities. / Start Date = 08-11-14| Rental property - Amroth| Sole owner of rental home| Casselberry, FL| Hours/Month = Less than 20| I am the sole owner of this rental home. I hired a professional property management company called Rentcare. I have no management responsibilities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-01-18 |
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