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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-04-07 |
| TX | RA | APPROVED_RES | 2021-03-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Islandia | NY | 04/2000 | 03/2018 |
| J.P. Morgan Chase Bank, N.a. | Winter Park | FL | 02/2019 | 02/2021 |
| Post University (Ft) | Waterbury | CT | 01/2018 | 05/2020 |
| Jp Morgan Securities, Llc | Winter Park | FL | 02/2019 | 02/2021 |
| Schwab Wealth Advisory Inc | Orlando | FL | 02/2021 | Present |
| Charles Schwab & Co., Inc. | Orlando | FL | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-12 |
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