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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc | Naples | FL | 10/2020 | 06/2024 |
| Northwestern Mutual | Leawood | KS | 05/2020 | 09/2020 |
| O'MAlley Beverage | St. Joseph | MO | 05/2019 | 08/2019 |
| Adam's Bar And Grill | St. Joseph | MO | 05/2019 | 08/2019 |
| A.L. J. Mueller | Saint | MO | 05/2017 | 08/2017 |
| Uga Finance | St. Joseph | MO | 12/2016 | 01/2017 |
| University Of Missouri | Columbia | MO | 08/2016 | 05/2020 |
| Charles Schwab & Co., Inc. | Naples | FL | 06/2022 | Present |
| Charles Schwab Bank, Ssb | Naples | FL | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-08 |
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