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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 | 2025-01-02 |
| FL | RA | APPROVED | 2021-02-04 |
Branch Locations
1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investement Services, Llc | Tampa | FL | 07/2003 | 09/2020 |
| Charles Schwab & Co., Inc. | Tampa | FL | 01/2021 | Present |
| Unemployed | Tampa | FL | 09/2020 | 12/2020 |
| Charles Schwab Bank | Tampa | FL | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-15 |
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