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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Winter Park | FL | 03/2020 | Present |
| Publix Supermarkets | Lake Mary | FL | 06/2012 | 08/2019 |
| Bny Mellon | Lake Mary | FL | 08/2019 | 03/2020 |
| Charles Schwab Bank, Ssb | Winter Park | FL | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-15 |
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