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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-11 |
| FL | RA | APPROVED | 2025-09-19 |
Branch Locations
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 11/2020 | 01/2022 |
| Unemployed | Winter Park | FL | 06/2020 | 11/2020 |
| Crummer Graduate School Of Business At Rollins College | Winter Park | FL | 08/2018 | 05/2020 |
| Sighthound, Inc. | Winter Park | FL | 06/2019 | 06/2020 |
| Rollins College | Winter Park | FL | 08/2018 | 05/2020 |
| Peyser And Alexander Management, Inc. | New York | NY | 08/2014 | 08/2018 |
| 55 North Private Wealth | Winter Park | FL | 01/2025 | 08/2025 |
| Matthias Private Wealth | Winter Park | FL | 01/2022 | 12/2024 |
| Charles Schwab & Co. Inc. | Orlando | FL | 09/2025 | Present |
| Schwab Wealth Advisory, Inc. | Orlando | FL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-06 |
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