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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-22 |
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 04/2021 | 04/2024 |
| Florida Atlantic University | Boca Raton | FL | 10/2015 | 08/2019 |
| "A" Lighting Maintenance | Fort Lauderdale | FL | 05/2015 | 04/2021 |
| Florida Atlantic University | Boca Raton | FL | 01/2009 | 05/2020 |
| R2 Unified Technologies | Boca Raton | FL | 07/2019 | 09/2022 |
| Bny | Lake Mary | FL | 01/2025 | 04/2025 |
| Charles Schwab & Co., Inc. | Orlando | FL | 05/2025 | Present |
| Full Time Education | Orlando | FL | 05/2024 | 11/2024 |
| Charles Schwab Bank, Ssb | Orlando | FL | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-29 |
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