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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-04 |
| TX | RA | APPROVED | 2026-02-03 |
Branch Locations
1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | St. Louis | MO | 10/2013 | 08/2017 |
| U.S. Bancorp Investments, Inc. | St. Louis | MO | 10/2013 | 08/2017 |
| Pier One Imports | Brentwood | MO | 06/2015 | 07/2020 |
| Edward Jones | St Louis | MO | 08/2017 | 08/2019 |
| Edward Jones | St. Louis | MO | 12/2020 | 01/2026 |
| Finra | Kansas City | MO | 08/2019 | 11/2020 |
| Charles Schwab & Co, Inc | Orlando | FL | 01/2026 | Present |
| Charles Schwab Bank, Ssb | Orlando | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-28 |
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