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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-08-10 |
Branch Locations
2831 4Th St. N, St. Petersburg, FL 33704 • United States
4304 W Boy Scout Blvd., Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | St. Petersburg | FL | 07/2020 | Present |
| Charles Schwab Bank, Ssb | St. Petersburg | FL | 07/2020 | Present |
| Wasmer Schroeder | Naples | FL | 05/2018 | 07/2020 |
| The Capital Grille | Naples | FL | 09/2017 | 10/2020 |
| Hertz | Estero | FL | 01/2018 | 05/2018 |
| Bricktops | Naples | FL | 01/2015 | 08/2017 |
1) CakePop Stop | Investment Related:No|Food/Beverage Production|Owner|9/11/2024|Less than 20|0|This is a side business creating Cake Pops for events. I create them and run the website including invoicing customers for their orders and collecting payment. , 2) Home Rental | Investment Related:No|827 14th Ave S|St Petersburg|FL|33701|US|Real Estate (Non-Agent/Broker)|Landlord|6/15/2026|Less than 20|0|I am going to be renting out my existing home starting July 1st, 2026. , 3) Tampa Bay Backyard Games | Investment Related:No|Rental Services (Other than Real Estate)|Owner|5/1/2026|Less than 20|0|I rent daily/weekend backyard games to customers in my surrounding area.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-22 |
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