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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-19
  • FL RA
    APPROVED
    Since 2025-12-19

Branch Locations

4853 Town Center Parkway, Jacksonville, FL 32246 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cantor Fitzgerald & Co. Jacksonville FL 08/2020 09/2025
Charles Schwab & Co., Inc. Jacksonville FL 09/2025 Present
Mens Warehouse Jacksonville FL 08/2016 08/2020
Charles Schwab Bank Jacksonville FL 09/2025 Present
  • 08/2020 → 09/2025
    Cantor Fitzgerald & Co.
    Jacksonville, FL
  • 09/2025 → Present
    Jacksonville, FL
  • 08/2016 → 08/2020
    Mens Warehouse
    Jacksonville, FL
  • 09/2025 → Present
    Charles Schwab Bank
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-18
S63 Uniform Securities Agent State Law Examination 2024-08-24
  • S66 Uniform Combined State Law Examination
    2025-12-18
  • S63 Uniform Securities Agent State Law Examination
    2024-08-24

View on SEC IAPD

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