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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-29 |
Branch Locations
110 Merrick Way Suite 1, Coral Gables, FL 33134-5236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | St. Louis | MO | 12/2019 | 05/2021 |
| Massas | Town And Country | MO | 05/2019 | 12/2019 |
| Commerce Bank | Ellisvilee | MO | 09/2018 | 11/2019 |
| Regions Bank | Ballwin | MO | 04/2017 | 09/2018 |
| At&T | Ellisville | MO | 01/2016 | 01/2017 |
| Big Chief Roadhouse | Wildwood | MO | 01/2016 | 10/2016 |
| Fidelity Investments | Fort Lauderdale | FL | 06/2021 | 05/2024 |
| Edward Jones | St. Louis | MO | 10/2024 | 11/2025 |
| Unemployed | Ballwin | MO | 05/2024 | 10/2024 |
| Mike Duffy's | Town And Country | MO | 09/2025 | 03/2026 |
| Charles Schwab & Co., Inc. | Coral Gables | FL | 03/2026 | Present |
| Charles Schwab Bank | Coral Gables | FL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-26 |
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