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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 | 2025-01-02 |
| FL | RA | APPROVED | 2022-08-01 |
Branch Locations
300 Route 73 Suite D, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Orlando | FL | 04/2019 | 05/2022 |
| Truist Bank (Formerly Suntrust Bank) | Orlando | FL | 12/2019 | 05/2022 |
| Suntrust Bank | Orlando | FL | 05/2016 | 12/2019 |
| Charles Schwab Premier Bank, Ssb | Orlando | FL | 06/2022 | Present |
| Charles Schwab & Co., Inc | Orlando | FL | 06/2022 | Present |
| Charles Schwab Bank | Orlando | FL | 12/2023 | Present |
1) The OZone Podcast LLC | Investment Related:No|Broadcasting/Music/Film|Manager|11/1/2021|Less than 20|0|General management of the podcast including its content creation, editing and management of funds whenever we are compensated by our Podcast Network.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-21 |
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