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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-17 |
| TX | RA | APPROVED_RES | 2026-04-09 |
Branch Locations
Winter Springs, FL • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schwab Private Client Investment Advisory, Inc. | Orlando | FL | 06/2014 | 05/2024 |
| Charles Schwab & Co., Inc | Orlando | FL | 06/2014 | 05/2024 |
| Journey Strategic Wealth Llc | Summit | NJ | 06/2024 | 03/2026 |
| Hightowers Advisors, Llc. | Chicago | IL | 03/2026 | Present |
1. Aloma Church; non-investment related; 1815 FL-436 Winter Park FL 32792; religious/other; Facilitator- Financial Peace University Course; 1/31/24; less than 20; 0; Facilitation of Dave Ramsey's Financial Peace University- Course is video led of Dave Ramsey's "baby step" program followed by discussion questions about basic financial principles- primarily around emergency fund creation, debt payoff, long term savings and giving. No individualized advice provided. 2. Aloma Church Ministries; non-investment related; 1815 FL-436 Winter Park FL 32792; religious/other; Finance Committee Chair; 1/31/24; less than 20; 0; budget planning and management, financial reporting, fundraising, investment management, and developing financial policies and procedures 3. Central Florida Community Arts - Chair of Board of Directors. Winter Park, FL. No compensation received.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-25 |
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