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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-23 |
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 |
|---|---|---|---|---|
| Beleco Llc | Minneola | FL | 05/2022 | 05/2025 |
| Jp Morgan Chase | Clermont | FL | 03/2020 | 05/2022 |
| Wells Fargo | Orlando | FL | 04/2018 | 02/2020 |
| Us Navy | Groton | CT | 02/2010 | 04/2018 |
| Charles Schwab | Orlando | FL | 02/2023 | 04/2024 |
| Merit Wealth Advisors | Maitland | FL | 04/2024 | 09/2025 |
| Charles Schwab & Co., Inc. | Orlando | FL | 09/2025 | Present |
| Charles Schwab Bank, Ssb | Orlando | FL | 09/2025 | Present |
| Charles Schwab Trust Bank | Orlando | FL | 09/2025 | Present |
| Charles Schwab Premier Bank | Orlando | FL | 09/2025 | Present |
1) Beleco LLC | Investment Related:No||Rental Services (Other than Real Estate)|Owner|2022-05-10|Less than 20|0|Own a car rental company. I handle the administrative tasks to the business while my wife manages day to day activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-20 |
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