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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-05 |
Branch Locations
26821 South Bay Drive Suite 102, 103, 105, 108, Bonita Springs, FL 34134 • United States
12580 University Drive Suite 100, Fort Myers, FL 33907-5672 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Naples | FL | 09/2015 | 04/2017 |
| Publix | Naples | FL | 04/2017 | 08/2020 |
| Unemployed | Naples | FL | 08/2020 | 07/2021 |
| Verdi Commerce | Miami | FL | 07/2021 | 08/2021 |
| Unemployed | Naples | FL | 08/2021 | 02/2022 |
| Chipotle | Gainesville | FL | 02/2022 | 06/2022 |
| Valley Bank | Naples | FL | 06/2022 | 05/2024 |
| Unemployed | Naples | FL | 05/2024 | 07/2024 |
| Lululemon | Naples | FL | 07/2024 | 12/2024 |
| Charles Schwab | Naples | FL | 12/2024 | 04/2026 |
| Full Time Education | Gainesville | FL | 08/2020 | 05/2024 |
| Charles Schwab Bank | Naples | FL | 12/2024 | 04/2026 |
| Charles Schwab Bank | Bonita Springs | FL | 04/2026 | Present |
| Charles Schwab & Co., Inc. | Bonita Springs | FL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-04 |
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