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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-10 |
| TX | RA | APPROVED | 2023-06-26 |
Branch Locations
2914 N. University Dr., Coral Springs, FL 33065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parkland Wealth Management, Llc | Parkland | FL | 11/2014 | 03/2018 |
| Alhambra Investment Management Llc | Miami | FL | 03/2018 | 02/2020 |
| Charles Schwab & Co., Inc. | Coral Springs | FL | 03/2023 | Present |
| Parkland Advisory | Parkland | FL | 01/2020 | 07/2021 |
| N/A | Parkland | FL | 07/2021 | 03/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-03 |
| S66 | Uniform Combined State Law Examination | 2002-11-13 |
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