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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-05
  • FL RA
    APPROVED
    Since 2025-12-05

Branch Locations

110 Merrick Way Suite 1, Coral Gables, FL 33134-5236 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc Coral Gables FL 10/2024 Present
J.P. Morgan Chase Winter Park FL 09/2023 10/2024
Sus-Hi Eatstation Orlando FL 01/2020 09/2023
Unemployed Key West FL 01/2015 01/2020
Sears Holding Corp Key West FL 03/2016 08/2018
Greyhound Lines Key West FL 06/2018 01/2021
Mcnair And Associates Longwood FL 06/2021 09/2022
Charles Schwab Banks Coral Gables FL 01/2026 Present
  • 10/2024 → Present
    Coral Gables, FL
  • 09/2023 → 10/2024
    J.P. Morgan Chase
    Winter Park, FL
  • 01/2020 → 09/2023
    Sus-Hi Eatstation
    Orlando, FL
  • 01/2015 → 01/2020
    Unemployed
    Key West, FL
  • 03/2016 → 08/2018
    Sears Holding Corp
    Key West, FL
  • 06/2018 → 01/2021
    Greyhound Lines
    Key West, FL
  • 06/2021 → 09/2022
    Mcnair And Associates
    Longwood, FL
  • 01/2026 → Present
    Charles Schwab Banks
    Coral Gables, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-03
  • S66 Uniform Combined State Law Examination
    2025-12-03

View on SEC IAPD

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