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Winter Garden, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 04/2012 | 09/2024 |
| Schwab Private Client Investment Advisory, Inc. | Orlando | FL | 04/2016 | 05/2019 |
| Schwab Wealth Advisory, Inc. | Orlando | FL | 02/2020 | 09/2024 |
| Florida Financial Planning Llc | Winter Garden | FL | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-27 |
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