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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-07 |
| NY | RA | APPROVED | 2025-09-03 |
| FL | RA | APPROVED | 2020-12-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Bankers Life & Casualty | Daytona Beach | FL | 05/2016 | 02/2018 |
| Bankers Life Securities Inc | Daytona Beach | FL | 06/2017 | 02/2018 |
| Morgan Stanley | Ormond Beach | FL | 02/2018 | 10/2020 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2018 | 10/2020 |
| Schwab Wealth Advisory Inc | Palm Coast | FL | 10/2020 | Present |
| Charles Schwab & Co., Inc | Palm Coast | FL | 10/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-16 |
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