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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-05-15 |
Branch Locations
1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 08/2015 | Present |
1) Hold Your Frame Inc.|Investment Related: No|522 S HUNT CLUB BLVD #134 , APOPKA, FL, 32703, United States|Printing/Publishing|Owner|3/13/2024|Less than 20 hour/month - 0 during trading hours|This is an entity I created for a book I authored and self-published under a pseudonym. I am the owner and only individual associated with the entity. This entity is does not offer any financial services or investment related responsibilities. I created the entity to keep profits and expenses associate with self-publishing a book separate from my person finances.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-12 |
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