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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-08 |
Branch Locations
2745 Ne 193Rd Street Unit 7, Aventura, FL 33180 • United States
801 Brickell Ave Suite 640, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2019 | 01/2020 |
| Bank Of America | Tamarac | FL | 11/2016 | 05/2019 |
| Macy's | Boca Raton | FL | 04/2002 | 10/2016 |
| Mutual Of America | Boca Raton | FL | 03/2020 | 06/2020 |
| Td Ameritrade | Omaha | NE | 06/2020 | 12/2022 |
| Charles Schwab & Co., Inc. | Plantation | FL | 12/2022 | Present |
| Charles Schwab Bank, Ssb | Plantation | FL | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-03 |
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