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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-30 |
| TX | RA | APPROVED_RES | 2021-03-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Tucson | AZ | 02/2018 | 04/2018 |
| Td Ameritrade Investment Management, Llc | Tucson | AZ | 02/2018 | 04/2018 |
| Charles Schwab & Co., Inc | Tucson | AZ | 04/2018 | 04/2019 |
| Charles Schwab Bank | Tucson | AZ | 04/2018 | 04/2019 |
| Scottrade, Inc | Tucson | AZ | 10/2014 | 02/2018 |
| Scottrade Investment Management | Tucson | AZ | 08/2017 | 02/2018 |
| Charles Schwab Bank | Orlando | FL | 05/2019 | 03/2021 |
| Charles Schwab & Co., Inc. | Orlando | FL | 05/2019 | 03/2021 |
| Jp Morgan Chase Bank, N.A. | Orlando | FL | 03/2021 | Present |
| Jp Morgan Securities, Llc | Orlando | FL | 03/2012 | Present |
| Florida Lacrosse Officials Association | Winter Garden | FL | 09/2020 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-23 |
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