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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 01/2022 | Present |
| Lsq | Orlando | FL | 09/2019 | 05/2020 |
| Aflac | Orlando | FL | 06/2020 | 02/2021 |
| University Of Central Florida | Orlando | FL | 08/2016 | 12/2021 |
| Student | Merrick | NY | 09/2003 | 09/2017 |
| Charles Schwab & Co., Inc. | Orlando | FL | 06/2021 | 07/2021 |
| Moe's Southwest Grill | Oviedo | FL | 10/2017 | 06/2018 |
| Schwab Wealth Advisory, Inc | Orlando | FL | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-08-31 |
| S65 | Uniform Investment Adviser Law Examination | 2021-07-28 |
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