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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Maitland | FL | 02/2021 | 09/2023 |
| Unemployed | Oviedo | FL | 02/2020 | 02/2021 |
| Fisher Investments | Tampa | FL | 10/2023 | 09/2025 |
| Schwab Wealth Advisory Inc. | Orlando | FL | 09/2025 | Present |
| Charles Schwab & Co., Inc | Orlando | FL | 09/2025 | Present |
| Platinum Parking | Orlando | FL | 10/2016 | 02/2020 |
| Mass Mutual Life Insurance Co. | Orlando | FL | 09/2019 | 12/2019 |
| Target | Oviedo | FL | 06/2015 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-23 |
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