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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 06/2015 | 08/2017 |
| Bank Of America, N.A. | Jacksonville | FL | 08/2015 | 08/2017 |
| Wells Fargo Clearing Services, Llc. | Miami Beach | FL | 08/2017 | 03/2022 |
| Wells Fargo Bank Na | Miami Beach | FL | 08/2017 | 03/2022 |
| Charles Schwab & Co., Inc. | Orlando | FL | 03/2022 | Present |
| Schwab Wealth Advisory, Inc. | Orlando | FL | 03/2022 | Present |
(1) Rental Property; Owner; Touchton Rd, Jacksonville, FL; Start Date: 01/01/2018; Generally less than 20 hours per month; Not investment related. (2) Rental Property; Owner; SW Liogorio Way, Port Saint Lucie, FL; Start Date: 03/22/2022; Generally less than 20 hours per month; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-13 |
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