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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-07-14 |
Branch Locations
Windermere , FL • United States
11800 Schwab Way, Austin, TX 78758 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 09/2013 | 04/2018 |
| Urban Desert Llc | Windermere | FL | 08/2017 | 09/2021 |
| Acrylic Financial, Inc. | Fountain Hills | AZ | 01/2020 | 09/2021 |
| Unemployed | Orlando | FL | 12/2019 | 01/2020 |
| Humana | Louisville | KY | 07/2019 | 12/2019 |
| Unemployed | Orlando | FL | 04/2018 | 07/2019 |
| Charles Schwab & Company | Maitland | FL | 09/2013 | 04/2018 |
| Gwfs Equities, Inc | Greenwood Village | CO | 10/2021 | 06/2022 |
| Advised Assets Groups, Llc | Greenwood Village | CO | 10/2021 | 06/2022 |
| Charles Schwab & Co., Inc. | Windermere | FL | 06/2022 | Present |
| Charles Schwab Bank, Ssb | Windermere | FL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-19 |
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