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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-06 |
| FL | RA | APPROVED | 2023-09-05 |
| TX | RA | APPROVED_RES | 2023-09-05 |
Branch Locations
100 University Town Center Drive, Sarasota, FL 34243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Orlando | FL | 09/2016 | 01/2017 |
| Steve Strassman Insurance Agency | Lake Mary | FL | 02/2017 | 03/2017 |
| Scottrade, Inc. | Jacksonville Beach | FL | 03/2017 | 06/2017 |
| Td Ameritrade, Inc. | Gainesville | FL | 02/2018 | 08/2019 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 08/2019 |
| Td Ameritrade | The Villages | FL | 03/2020 | 01/2022 |
| Edelman Financial Engines | Henrico | VA | 09/2019 | 03/2020 |
| Gwfs Equities, Inc | Greenwood Village | CO | 01/2022 | 07/2023 |
| Advised Assets Group, Llc | Greenwood Village | CO | 01/2022 | 07/2023 |
| Scottrade, Inc. | Gainesville | FL | 07/2017 | 02/2018 |
| Charles Schwab & Co., Inc. | Sarasota | FL | 08/2023 | Present |
| Charles Schwab Bank, Ssb | Sarasota | FL | 08/2023 | Present |
| Td Ameritrade, Inc. | Sarasota | FL | 10/2023 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-04-09 |
| S65 | Uniform Investment Adviser Law Examination | 2004-04-07 |
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