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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-18 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
Winter Park, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Winter Park | FL | 03/2015 | 11/2016 |
| Wells Fargo Bank, Na | Winter Park | FL | 10/2013 | 10/2022 |
| Wells Fargo Clearing Services, Llc | Winter Park | FL | 11/2016 | 10/2022 |
| Charles Schwab & Co., Inc. | Orlando | FL | 10/2022 | Present |
| Self Employed Uber Driver | Winter Park | FL | 07/2021 | 06/2022 |
| Charles Schwab Premier Bank, Ssb | Orlando | FL | 10/2022 | 01/2026 |
| Charles Schwab Bank | Orlando | FL | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-02 |
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