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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-10 |
Branch Locations
375 Fifth Ave South Suite 101, Naples, FL 34102 • United States
5295 Tamiami Trail North, Naples, FL 34103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Naples | FL | 12/2003 | 04/2024 |
| Fidelity Investments | Naples | FL | 04/2024 | 12/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 12/2025 |
| Charles Schwab Bank, Ssb | Naples | FL | 01/2026 | Present |
| Charles Schwab & Co., Inc. | Naples | FL | 01/2026 | Present |
LULEMAR LLC dba Glo Tanning|Investment Related:No|Retail|Managing Member|2025-11-12|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|My wife and I are both Managing Members of the LLC. The LLC is specific for the operation of a Glo Tanning Franchise. My responsibilities only include assisting in oversight and 50% of the investment into the franchise.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-14 |
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