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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-22 |
| FL | RA | APPROVED | 2022-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indialantic | FL | 11/2017 | Present |
| Twin Rivers Golf Club | Oviedo | FL | 11/2016 | 07/2017 |
| Herc Rentals, Aka Hertz Equipment Rental | Orlando | FL | 07/2014 | 11/2016 |
| Unemployed | Oviedo | FL | 08/2017 | 10/2017 |
| Schwab Wealth Advisory Inc | Indialantic | FL | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-06 |
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