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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 | 2024-12-02 |
Branch Locations
420 South Orange Avenue, Orlando, FL 32801-3323 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 06/2021 | 06/2022 |
| Tri - Eagle Sales | Tallahassee | FL | 02/2020 | 08/2021 |
| Sodexo | Tallahassee | FL | 04/2018 | 05/2019 |
| Florida State University | Tallahassee | FL | 08/2017 | 12/2021 |
| Homestead Senior High School | Homestead | FL | 01/2015 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 06/2020 | 08/2020 |
| New Acquisitions | Atlanta | GA | 06/2018 | 07/2018 |
| Subway | Forest Park | GA | 06/2018 | 07/2018 |
| Fidelity Investments | Jacksonville | FL | 06/2022 | 02/2024 |
| Empower Financial Services, Inc | Greenwood Village | CO | 03/2024 | 08/2024 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 03/2024 | 08/2024 |
| Charles Schwab & Co., Inc. | Orlando | FL | 11/2024 | Present |
| Charles Schwab Bank Ssb | Orlando | FL | 11/2024 | Present |
| Unemployed | Jacksonville | FL | 09/2020 | 05/2021 |
| Unemployed | Jacksonville | FL | 08/2024 | 10/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-12 |
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