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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-05 |
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
4853 Town Center Parkway, Jacksonville, FL 32246 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Jacksonville | FL | 12/2018 | 06/2020 |
| St. Lukes, St. Vincents Health | Jacksonville | FL | 02/2017 | 03/2018 |
| Crowley Maritime Inc | Jacksonville | FL | 03/2018 | 12/2018 |
| Roca Cleaning Services | Jacksonville | FL | 01/2015 | 02/2017 |
| United States Navy Reserves | Jacksonville | FL | 05/2014 | 12/2018 |
| Jacksonville University | Jacksonville | FL | 08/2014 | 12/2018 |
| Charles Schwab & Co., Inc. | Jacksonville | FL | 07/2020 | Present |
| Charles Schwab Bank, Ssb | Jacksonville | FL | 07/2020 | Present |
United States Navy Reserves | not investment related | Jacksonville, Florida | start date 09/03/2013 | Hospital Corpsman 3rd Class | perform various medical procedures | less than 20 hours per month | none during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-08 |
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