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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-18 |
| MO | RA | APPROVED | 2026-02-13 |
Branch Locations
12580 University Drive Suite 100, Fort Myers, FL 33907-5672 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Saint Louis | MO | 04/2021 | 09/2023 |
| Jeff Wolf And Partners Real Estate | Cincinnati | OH | 01/2021 | 04/2021 |
| Ramsey's Trailside | Loveland | OH | 08/2020 | 04/2021 |
| College Student | Oxford | OH | 11/2019 | 05/2020 |
| Pro Pharma | Cincinnati | OH | 08/2019 | 11/2019 |
| Rudinos Sports Bar | Cincinnati | OH | 05/2019 | 08/2019 |
| College Student | Oxford | OH | 01/2019 | 05/2019 |
| Pro Clean Car Wash | Cincinnati | OH | 12/2015 | 01/2019 |
| Charles Schwab & Co., Inc. | Fort Myers | FL | 09/2023 | Present |
| Charles Schwab Bank, Ssb | Fort Myers | FL | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-28 |
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