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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-10 |
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 |
|---|---|---|---|---|
| Wells Fargo | Jacksonville | FL | 06/2016 | 12/2018 |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 12/2018 | 04/2021 |
| Florida State College At Jacksonville | Jacksonville | FL | 10/2015 | 04/2021 |
| Charles Schwab & Co., Inc. | Jacksonville | FL | 04/2021 | Present |
| Charles Schwab Bank, Ssb | Jacksonville | FL | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-08 |
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