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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-02 |
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 |
|---|---|---|---|---|
| Florida State University | Coral Gables | FL | 09/2010 | 09/2016 |
| Jordan Ricardo & Co | Coral Gables | FL | 02/2018 | 12/2019 |
| N/A | N/A | FL | 01/2020 | 09/2020 |
| Ace Capital Management Llc | Coral Gables | FL | 07/2020 | 03/2022 |
| N/A | N/A | FL | 10/2016 | 01/2018 |
| Td Bank N.A. | Coral Gables | FL | 04/2022 | 04/2024 |
| Td Private Client Wealth Llc | Coral Gables | FL | 05/2022 | 04/2024 |
| Bts Asset Management | Lincoln | MA | 10/2024 | 05/2025 |
| N/A | Coral Gables | FL | 04/2024 | 10/2024 |
| Charles Schwab & Co., Inc. | Orlando | FL | 05/2025 | Present |
| Schwab Wealth Advisory, Inc | Orlando | FL | 05/2025 | 02/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-07-18 |
| S65 | Uniform Investment Adviser Law Examination | 2020-07-01 |
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