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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-04 |
Branch Locations
12360 Indian Rocks Road, Largo, FL 33774 • United States
4875 East Bay Drive, Clearwater, FL 33764 • United States
2710 Gulf To Bay Blvd, Clearwater, FL 33759 • United States
1150 Cleveland, Clearwater, FL 33755 • United States
10899 Park Boulevard, Seminole, FL 33772 • United States
2501 W Bay Drive, Largo, FL 33770 • United States
100 Island Way, Clearwater, FL 33767 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Atlanta | GA | 09/2015 | 12/2019 |
| Charles Schwab Bank | Atlanta | GA | 09/2015 | 12/2019 |
| Personal Capital | Atlanta | GA | 12/2019 | 10/2020 |
| Fisher Investments | Tampa | FL | 12/2020 | 08/2023 |
| Next Financial Group, Inc. | Houston | TX | 08/2023 | Present |
| Fifth Third Bank | Tampa | FL | 04/2024 | Present |
| Next Financial Group | Houston | TX | 08/2023 | 03/2024 |
| Fisher Investments | Tampa | FL | 12/2020 | 08/2023 |
| Unemployed | Atlanta | FL | 11/2020 | 12/2020 |
| Personal Capital | Atlanta | GA | 12/2019 | 10/2020 |
| Charles Schwab & Co., Inc | Atlanta | GA | 09/2015 | 12/2019 |
| Fifth Third Securities | Tampa | FL | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-01-26 |
| S66 | Uniform Combined State Law Examination | 2011-10-10 |
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