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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-05 |
| FL | RA | APPROVED | 2021-11-16 |
Branch Locations
1414 West Granada Blvd. Suite 1, Ormond Beach, FL 32174 • United States
4853 Town Center Parkway, Jacksonville, FL 32246 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Jacksonville | FL | 01/2015 | 01/2020 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 01/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 02/2021 | 10/2021 |
| Unity Retirement Solutions | Saint Augustine | FL | 01/2020 | 12/2020 |
| Seawall Motor Lodge | Saint Augustine | FL | 07/2020 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 04/2021 | 10/2021 |
| Charles Schwab & Co., Inc. | Ormond Beach | FL | 10/2021 | Present |
| Charles Schwab Bank, Ssb | Ormond Beach | FL | 10/2021 | Present |
| Td Ameritrade, Inc. | The Villages | FL | 06/2022 | 06/2024 |
| Td Ameritrade Investment Management, Llc. | The Villages | FL | 06/2022 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-10 |
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