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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-03 |
| FL | RA | APPROVED | 2019-06-12 |
Branch Locations
4853 Town Center Parkway, Jacksonville, FL 32246 • United States
2400 3Rd St. Unit 107, Jacksonville Beach, FL 32250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Jacksonville | FL | 06/2013 | 05/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 05/2019 |
| Charles Schwab & Co., Inc. | Jacksonville Beach | FL | 05/2019 | Present |
| Charles Schwab Bank | Jacksonville Beach | FL | 05/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-09 |
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