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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Fort Lauderdale | FL | 11/2018 | 05/2021 |
| Usa Equipment Solutions | Delray Beach | FL | 04/2014 | 10/2018 |
| E*Trade Securities Llc | Ft. Lauderdale | FL | 05/2021 | 09/2022 |
| E*Trade Capital Management Llc | Ft. Lauderdale | FL | 05/2021 | 09/2022 |
| E*Trade Capital Management Llc | Fort Lauderdale | FL | 03/2022 | 10/2022 |
| E*Trade Securities Llc | Fort Lauderdale | FL | 03/2022 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ft Lauderdale | FL | 10/2022 | 05/2024 |
| Bank Of America N.A. | Fort Lauderdale | FL | 12/2022 | 05/2024 |
| Charles Schwab & Co, Inc | Fort Lauderdale | FL | 09/2024 | Present |
| Unemployed | Fort Lauderdale | FL | 06/2024 | 08/2024 |
| Charles Schwab Bank, Ssb | Fort Lauderdale | FL | 09/2024 | Present |
1) HERSCHEL'S CORP|Investment Related: No|Retail|Vice President|4/24/2020|Varies hour/month - 0 during trading hours|I'm half owner with my wife. I don't have any responsibility in the organization. However, I funded the business with cash from savings and credit. I'm a silent partner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-20 |
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