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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-03 |
| FL | RA | APPROVED | 2022-08-29 |
Branch Locations
125 W Romana St. Suite 104, Pensacola, FL 32502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Plano | TX | 01/2018 | 06/2018 |
| Charles Schwab & Co., Inc. | Birmingham | AL | 07/2018 | 04/2020 |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 06/2016 | 01/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2017 | 12/2017 |
| Fsa Investment Group Llc | Pensacola | FL | 03/2021 | 07/2022 |
| Fsa Investment Group, Llc | Pensacola | FL | 03/2021 | 07/2022 |
| Charles Schwab & Co., Inc. | Pensacola | FL | 07/2022 | Present |
| Td Ameritrade Investment Management, Llc. | Pensacola | FL | 07/2022 | 09/2023 |
| Td Ameritrade, Inc. | Pensacola | FL | 04/2022 | 05/2024 |
| Charles Schwab & Co., Inc. | Birmingham | AL | 04/2020 | 03/2021 |
| Charles Schwab Bank, Ssb | Pensacola | FL | 12/2022 | Present |
1) Trinity Presbyterian Church | Investment Related:No|3400 Bayou Blvd|Pensacola|FL|32503|USA|Other|Budget and Finance Committee Member|7/1/2024|Less than 20|0|Oversee church's financial status for accurate reporting and management of budget - no investment related responsibilities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-23 |
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