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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-29 |
Branch Locations
1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 08/2018 | 09/2023 |
| Full Time Education | Orlando | FL | 08/2016 | 12/2016 |
| Hard Exercise Works | Boca Raton | FL | 12/2016 | 08/2017 |
| Full Time Education | Orlando | FL | 08/2017 | 08/2018 |
| Fidelity Investments | Altamonte Springs | FL | 10/2023 | 03/2025 |
| Fidelity Investments | Winter Park | FL | 03/2025 | 04/2026 |
| Charles Schwab & Co., Inc. | Orlando | FL | 04/2026 | Present |
| Charles Schwab Bank | Orlando | FL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-28 |
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