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301 California Drive #9, Burlingame, CA 94010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-07-14 |
| FL | RA | APPROVED | 2025-07-09 |
| CA | RA | APPROVED | 2025-06-17 |
| TX | RA | APPROVED | 2025-06-16 |
Branch Locations
301 California Drive #9, Burlingame, CA 94010 • United States
220 E Central Parkway Suite 3045, Altamonte Springs, FL 32701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Orlando | FL | 12/2012 | 01/2024 |
| Charles Bank | Orlando | FL | 06/2019 | 01/2024 |
| Jpmorgan Chase Bank, Na | Orlando | FL | 01/2024 | 06/2025 |
| Jpmorgan Securities Llc | Orlando | FL | 01/2024 | 06/2025 |
| Occidental Asset Management, Llc | Orlando | FL | 06/2025 | Present |
Ready. Set. Beach! |Investment Related :No| 15480 Sandfield Loop, Winter Garden, FL 34787| Rental Services (Other than Real Estate)|Owner|2023-01-01|HoursPerMonth:Less than 20|HoursSpent during SecurityTrading:0|Beach equipment rental service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-24 |
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