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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-03 |
| CA | RA | APPROVED | 2021-12-13 |
Branch Locations
1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 10/2020 | Present |
| Charles Schwab Bank Ssb | Orlando | FL | 10/2020 | Present |
| Albertsons Companies Inc. | Santa Rosa | CA | 08/2020 | 09/2020 |
| Albertsons Companies Inc. | Santa Rosa | CA | 02/2017 | 01/2019 |
| L & G Appliance Repair & Heat | Aurora | CO | 07/2003 | 12/2016 |
| Leisure Park Assisted Living (Self-Employment) | Santa Rosa | CA | 02/2019 | 08/2020 |
| Primerica | Sacramento | CA | 06/2019 | 10/2020 |
| Berkshire Hathaway/Mainstreet Rentals | Guerneville | CA | 03/2018 | 10/2018 |
| University Of Illinois At Urbana-Champaign | Champaign | IL | 08/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-11 |
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