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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alva Country Diner | Alva | FL | 06/2013 | 07/2018 |
| Florida State University | Tallahassee | FL | 08/2018 | 04/2019 |
| Fresh Blends | Fort Myers | FL | 05/2019 | 08/2019 |
| Florida State University | Tallahassee | FL | 08/2019 | 11/2019 |
| Steve's Place | North Fort Myers | FL | 12/2019 | Present |
| Td Ameritrade | North Fort Myers | FL | 06/2020 | 07/2022 |
| Charles Schwab & Co., Inc. | Westlake | TX | 12/2021 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 12/2021 | Present |
1) Baxter Restaurants of Lee County | Investment Related:No|7481 Dana lin Cir |North Fort Myers |Florida|33917|United states |Restaurant/Food Services|Secretary of the Board|12/22/2019|Less than 20|0|Serve as secretary to the organization and assist with scheduling front of house staff.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-01 |
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