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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-20 |
Branch Locations
1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 06/2020 | Present |
| Northwestern Mutual | Orlando | FL | 01/2020 | 04/2020 |
| Deland Family Ymca | Deland | FL | 06/2019 | 12/2019 |
| Stetson University Wellness And Recreation | Deland | FL | 01/2017 | 04/2020 |
| Stetson University Wellness And Recreation | Deland | FL | 05/2018 | 04/2020 |
| Old Navy | Clearwater | FL | 01/2016 | 03/2017 |
| Stetson University | Deland | FL | 08/2016 | 05/2020 |
1) Uber | Investment Related:No|Travel/Transportation/Tourism|Uber Driver|2/8/2025|Less than 20|0|Rideshare Service driving client's to their intended destination
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-17 |
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