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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-05 |
| FL | RA | APPROVED | 2022-08-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Partners | Tampa | FL | 11/2021 | 06/2022 |
| Charles Schwab & Co., Inc. | Naples | FL | 07/2020 | 10/2021 |
| Wasmer Schroeder | Naples | FL | 01/2020 | 06/2020 |
| Wasmer Schroeder | Naples | FL | 01/2019 | 12/2019 |
| Wasmer Schroeder | Naples | FL | 03/2018 | 08/2018 |
| Tony Sacco's Coal Oven Pizza | Estero | FL | 10/2017 | 01/2019 |
| Nfv Healthcare Group | Fort Myers | FL | 09/2015 | 12/2017 |
| Citrola's Italian Restaurant | Fort Myers | FL | 06/2016 | 10/2017 |
| Unemployed | N/A | FL | 12/2017 | 03/2018 |
| Charles Schwab & Co., Inc. | St Peterburg | FL | 06/2022 | Present |
| Charles Schwab Bank, Ssb | St. Petersburg | FL | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-30 |
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