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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-14
  • FL RA
    APPROVED
    Since 2025-05-14

Branch Locations

420 South Orange Avenue, Orlando, FL 32801-3323 • United States

633 N Orlando Ave., Winter Park, FL 32789 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2024 → 07/2024
    Florida Financial Advisors
    Orlando, FL
  • 05/2023 → 08/2023
    Creator Media Network
    Orlando, FL
  • 05/2021 → 08/2021
    Credit Suisse
    Orlando, FL
  • 06/2017 → 05/2020
    Southwest Stars Swim Club
    Winter Garden, FL
  • 06/2020 → 04/2021
    Unemployed
    Orlando, FL
  • 09/2021 → 04/2023
    Unemployed
    Orlando, FL
  • 09/2023 → 05/2024
    Unemployed
    Orlando, FL
  • 01/2016 → 05/2017
    Unemployed
    Unemployed, FL
  • 09/2024 → Present
    Orlando, FL
  • 12/2025 → Present
    Charles Schwab Bank, Ssb
    Orlando, FL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-11-24
S65 Uniform Investment Adviser Law Examination 2024-05-25
  • S63 Uniform Securities Agent State Law Examination
    2025-11-24
  • S65 Uniform Investment Adviser Law Examination
    2024-05-25

View on SEC IAPD

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