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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-21 |
| FL | RA | APPROVED | 2025-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 01/2021 | Present |
| Berkshire Hathaway Guard | Wilkes Barre | PA | 05/2019 | 08/2019 |
| Student | Wilkes Barre | PA | 01/2018 | 05/2020 |
| Dick's Sporting Goods, Inc. | Wilkes Barre | PA | 06/2016 | 03/2017 |
| Sherwin-Williams | Wilkes Barre | PA | 05/2016 | 05/2020 |
| Unemployed | Clermont | FL | 05/2020 | 01/2021 |
| Schwab Wealth Advisory, Inc | Orlando | FL | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-20 |
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