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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-27 |
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 | 12/2019 | Present |
| Parks Lincoln Of Longwood | Longwood | FL | 05/2019 | 12/2019 |
| Cfe Federal Credit Union | Lake Mary | FL | 09/2016 | 05/2019 |
| N/A | Orlando | FL | 06/2015 | 09/2016 |
1) Fora | Investment Related:No|Travel/Transportation/Tourism|Agent|8/28/2025|Less than 20|0|Taking travel requests and making bookings online.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-24 |
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