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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-12-22 |
| TX | RA | APPROVED | 2021-10-18 |
Branch Locations
633 N Orlando Ave., Winter Park, FL 32789 • United States
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 08/2020 | Present |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 06/2019 | 08/2019 |
| Ameriprise Financial | Jacksonville | FL | 07/2018 | 05/2019 |
| Cafe Andiamo | Ponte Vedra Beach | FL | 05/2018 | 06/2018 |
| University Of North Florida | Jacksonville | FL | 09/2016 | 05/2018 |
| University Of North Florida | Jacksonville | FL | 08/2019 | 06/2020 |
| Charles Schwab Bank, Ssb | Orlando | FL | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-18 |
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