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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-07 |
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 | 04/2022 | Present |
| Aerotek | Addison | TX | 03/2021 | 04/2022 |
| New York Life | Dallas | TX | 04/2018 | 03/2021 |
| Experian | Allen | TX | 08/2016 | 04/2018 |
| Schwab Wealth Advisory, Inc. | Orlando | FL | 08/2025 | 04/2026 |
| Charles Schwab Bank, Ssb | Orlando | FL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-19 |
| S65 | Uniform Investment Adviser Law Examination | 2024-05-11 |
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