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Aldrena Rosetta Morris

Charles Schwab & Co., Inc.

Orlando, FL

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-06-19
  • FL RA
    APPROVED
    Since 2024-06-19

Branch Locations

1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc Orlando FL 09/2011 Present
Other Businesses

1) SerLana LLC | Investment Related:No|712 Charing Place|Deltona|FL|32725|USA|Retail|Owner|3/9/2020|Less than 20|0|I would like to create loc(hair) accessories under my own LLC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-18
S63 Uniform Securities Agent State Law Examination 2012-11-26
  • S65 Uniform Investment Adviser Law Examination
    2024-06-18
  • S63 Uniform Securities Agent State Law Examination
    2012-11-26

View on SEC IAPD

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