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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-12 |
| TX | RA | APPROVED_RES | 2024-02-07 |
Branch Locations
450 S Orange Ave Floor 10, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co Inc | Orlando | FL | 01/2015 | 01/2024 |
| Charles Schwab Bank | Orlando | FL | 07/2016 | 01/2024 |
| Jpmorgan Chase Bank, N.A. | Orlando | FL | 01/2024 | Present |
| J.P. Morgan Securities Llc | Orlando | FL | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-22 |
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