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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-07-20 |
Branch Locations
28 Bridgeside Blvd. Suite 203, Mt. Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Mt Pleasant | SC | 01/2015 | 07/2026 |
| Charles Schwab Bank | Mt Pleasant | SC | 12/2016 | 07/2026 |
| Raymond James & Associates, Inc. | Mount Pleasant | SC | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-22 |
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