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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Financial Life Insurance | Fort Lauderdale | FL | 07/2020 | 12/2020 |
| Ossboss Llc | Weston | FL | 12/2018 | 07/2022 |
| Citibank N.A. - Panama Branch | Panama City | 10/2015 | 11/2018 | |
| Fidelity Investments | Altamonte Springs | FL | 07/2022 | 10/2023 |
| Bluecastle Lending Llc | Coral Springs | FL | 01/2021 | 09/2021 |
| Nexa Mortgage Llc | Mesa | AZ | 09/2021 | 07/2022 |
| Fidelity Investments | Atlamonte Springs | FL | 10/2023 | 10/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Orlando | FL | 10/2024 | 10/2025 |
| Acosta Employee Holdco Llc | Jacksonville | FL | 06/2020 | 06/2020 |
| Bank Of America, N.A. | Orlando | FL | 11/2024 | 10/2025 |
| Schwab Wealth Advisory, Inc. | Orlando | FL | 11/2025 | Present |
| Charles Schwab & Co., Inc. | Orlando | FL | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-17 |
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