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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-07 |
| FL | RA | APPROVED | 2021-05-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 07/2017 | Present |
| School | Orlando | FL | 08/2007 | 07/2017 |
| Schwab Wealth Advisory Inc | Orlando | FL | 05/2021 | Present |
1) Self Employment / Sole Proprietor | Investment Related:No|10721 Regent Square Drive|Orlando|FL|32825|USA|Other|General MAnager|7/1/2021|Less than 20|0|Selling music, playing shows, selling merchandise. not at all related to financial services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-25 |
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