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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-07 |
| FL | RA | APPROVED | 2025-06-25 |
Branch Locations
1991 Summit Park Drive, O, Orlando, FL 32810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | St Louis | MO | 11/2020 | 05/2021 |
| Suntrust Now Truist | Orlando | FL | 06/2019 | 11/2020 |
| Valencia College | Orlando | FL | 01/2019 | 01/2021 |
| Ingles | Black Mountain | NC | 12/2018 | 02/2019 |
| Montreat College | Black Mountain | NC | 01/2018 | 12/2018 |
| C4 Connections | Orlando | FL | 11/2017 | 12/2017 |
| Chciken Salad Chick | Orlando | FL | 03/2017 | 10/2017 |
| Publix | Orlando | FL | 02/2016 | 02/2017 |
| Lake Nona Highschool | Orlando | FL | 01/2015 | 03/2018 |
| Aerotek | St. Louis | MO | 05/2021 | 09/2021 |
| Wells Fargo Clearing Services | St. Louis | MO | 06/2021 | 09/2021 |
| University Of Missouri Columbia | Columbia | MO | 03/2021 | 05/2022 |
| Fidelity Investments | Westlake | TX | 09/2021 | 09/2022 |
| Truist | Orlando | FL | 06/2019 | 11/2020 |
| Unemployed | Orlando | FL | 06/2022 | 12/2022 |
| Charles Schwab & Co., Inc. | Orlando | FL | 01/2023 | Present |
| Charles Schwab Wealth Advisory Inc. | Orlando | FL | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-01 |
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