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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-20 |
| FL | RA | APPROVED | 2022-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Naples | FL | 06/2018 | 04/2022 |
| Roland George Investments Program | Deland | FL | 08/2017 | 05/2018 |
| Volusia Title Services | Deland | FL | 08/2016 | 05/2018 |
| Unemployed | Lake Wales | FL | 05/2018 | 06/2018 |
| Charles Schwab Bank, Ssb | Naples | FL | 06/2020 | 04/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lakeland | FL | 05/2022 | Present |
| Bank Of America, Na | Lakeland | FL | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-03 |
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