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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-14 |
Branch Locations
420 South Orange Avenue, Orlando, FL 32801-3323 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Orlando | FL | 06/2024 | 07/2024 |
| Creator Media Network | Orlando | FL | 05/2023 | 08/2023 |
| Credit Suisse | Orlando | FL | 05/2021 | 08/2021 |
| Southwest Stars Swim Club | Winter Garden | FL | 06/2017 | 05/2020 |
| Unemployed | Orlando | FL | 06/2020 | 04/2021 |
| Unemployed | Orlando | FL | 09/2021 | 04/2023 |
| Unemployed | Orlando | FL | 09/2023 | 05/2024 |
| Unemployed | Unemployed | FL | 01/2016 | 05/2017 |
| Charles Schwab & Co., Inc. | Orlando | FL | 09/2024 | Present |
| Charles Schwab Bank, Ssb | Orlando | FL | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-24 |
| S65 | Uniform Investment Adviser Law Examination | 2024-05-25 |
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