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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-05 |
| FL | RA | APPROVED | 2018-08-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 08/2015 | 10/2017 |
| Charles Schwab & Co., Inc. | Orlando | FL | 07/2018 | Present |
| Reliaquest | Tampa | FL | 10/2017 | 07/2018 |
Trustee in family trusts at Stifel, Nicolaus & Co. (The Cahoon Family Irrevocable Trust and The Cahoon Family Irrevocable Trust). Accounts are managed on a fully discretionary basis. Grandmother is medically unable to manage financial affairs. Start date: 2008 Number of hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-13 |
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