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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-26 |
| FL | RA | APPROVED | 2026-06-25 |
Branch Locations
1991 Summit Park Drive, Orlando, FL 32810-5900 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chartwells Dining | Jacksonville | FL | 09/2014 | 10/2016 |
| Darden Restaurant Group | Jacksonville | FL | 03/2016 | 07/2017 |
| Fogo De Chao | Jacksonville | FL | 11/2017 | 02/2018 |
| Camarda Wealth Advisory Group | Fleming Island | FL | 01/2018 | 06/2019 |
| Student | Jacksonville | FL | 07/2017 | 11/2017 |
| Student | Jacksonville | FL | 03/2016 | 10/2016 |
| Legacy Trust Family Wealth Office | Jacksonville | FL | 06/2019 | 04/2020 |
| N/A | Clermont | FL | 04/2020 | 03/2021 |
| South Lake Wealth Management, Llc | Clermont | FL | 03/2021 | 06/2023 |
| First National Bank Of Mount Dora | Mount Dora | FL | 06/2023 | 05/2026 |
| Charles Schwab & Co, Inc | Orlando | FL | 05/2026 | Present |
| Schwab Wealth Advisory, Inc | Orlando | FL | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-18 |
| S65 | Uniform Investment Adviser Law Examination | 2018-07-15 |
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