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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 | 2023-07-21 |
Branch Locations
5295 Tamiami Trail North, Naples, FL 34103 • United States
12580 University Drive Suite 100, Fort Myers, FL 33907-5672 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 07/2020 | 10/2022 |
| Florida Southwestern State College | Fort Myers | FL | 06/2015 | 05/2020 |
| Amazon | Fort Myers | FL | 12/2019 | 01/2020 |
| Unemployed | Labelle | FL | 05/2020 | 07/2020 |
| Wells Fargo Clearing Services, Llc | Punta Gorda | FL | 10/2022 | 07/2023 |
| Wells Fargo Bank, Na | Punta Gorda | FL | 10/2022 | 07/2023 |
| Charles Schwab & Co., Inc. | Fort Myers | FL | 07/2023 | Present |
| Charles Schwab Bank, Ssb | Fort Myers | FL | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-15 |
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