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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-03 |
| FL | RA | APPROVED | 2021-01-11 |
Branch Locations
1991 Summit Park Dr., Orlando, FL 32810 • United States
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citi International Financial Services Llc | San Juan | PR | 06/2006 | 01/2018 |
| Citibank | San Antonio | TX | 01/2018 | 07/2019 |
| Charles Schwab & Co., Inc. | Orlando | FL | 11/2020 | Present |
| Unemployed | San Antonio | TX | 08/2019 | 10/2020 |
| Schwab Wealth Advisory, Inc. | Orlando | FL | 11/2020 | Present |
1) Anibal Martinez | Investment Related:No|Bayside Cove 239 Hostos ave. apt 301-Y|San Juan|PR|00918||Real Estate (Non-Agent/Broker)|owner|2/18/2019|Less than 20|0|Activity ? property rental. Occupied by my family and me, my former residence located in Puerto Rico was my home for 13. Once relocated to Tx by former employer, property is rented for a annual net loss of $1138.20 since 2/2019.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-24 |
| S66 | Uniform Combined State Law Examination | 2000-12-14 |
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