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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-15 |
| TX | RA | APPROVED | 2026-01-14 |
Branch Locations
12580 University Drive Suite 100, Fort Myers, FL 33907-5672 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Fort Myers | FL | 09/2013 | 11/2025 |
| Tigerdirect/Syx Distribution, Inc | Miami | FL | 05/2021 | 09/2021 |
| Bank Of America, N.A. | Fort Myers | FL | 12/2021 | 11/2025 |
| Charles Schwab Bank, Ssb | Fort Myers | FL | 01/2026 | Present |
| Charles Schwab & Co., Inc. | Fort Myers | FL | 01/2026 | Present |
Entity Type, Entity for Profit, Name of OBA: When Paradise is Key, Address: Tavernier, FL, 33070, Investment Related: No, Position, Title, Association: Officer, Owner, Employee Start Date: 06/21/2024, No Hours: 1hr/Mo, No Hours during trading: 0, Duties: Rental investment property. I am the sole beneficial owner of the LLC and will be managing the business activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-09 |
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