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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-23 |
Branch Locations
1048 Lake Sumter Landing, The Villages, FL 32162-2697 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | The Villages | FL | 05/2021 | Present |
| Booking.cOm | Orlando | FL | 04/2017 | 05/2021 |
| Conduent | Orlando | FL | 11/2016 | 04/2017 |
| Ross | Orlando | FL | 10/2016 | 01/2017 |
| Crocs | Orlando | FL | 08/2016 | 11/2016 |
| Rodalara | Barquisimeto | 01/2012 | 01/2017 | |
| Charles Schwab Bank, Ssb | The Villages | FL | 12/2023 | Present |
GYMVERZE LLC | not investment related | Kissimmee, Florida | start date 11/10/2022 | Manager | design and print custom logos on sports clothing | less than 20 hours per month | none during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-23 |
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