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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-25 |
| TX | RA | APPROVED | 2023-01-24 |
Branch Locations
1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States
Land O Lakes, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Florida | Gainesville | FL | 05/2012 | Present |
| T. Rowe Price | Tampa | FL | 09/2015 | 06/2019 |
| Morgan Stanley | Temple Terrace | FL | 03/2021 | 12/2021 |
| Fisher Investments | Tampa | FL | 12/2021 | 12/2022 |
| Charles Schwab & Co., Inc. | Tampa | FL | 01/2023 | Present |
| Charles Schwab Bank, Ssb | Tampa | FL | 01/2023 | Present |
| Army National Guard | St Petersburg | FL | 01/2017 | 12/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-17 |
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