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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-29 |
Branch Locations
1 Alhambra Plaza Suite 950, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Coral Gables | FL | 12/2018 | Present |
| Iberiabank Private Client | Miami | FL | 08/2017 | 12/2018 |
| Terrabank Na | Miami | FL | 02/2016 | 08/2017 |
Youngliving - Not Investment Related - 1538 Sandalwood Dr. Lehi, Utah 84043 - Personal/Household Services - Distributor - 08/21/2020 - Less than 20 hours per month - 0 hours during securities trading hours. Refer individuals to enroll in purchasing program.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-26 |
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