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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-16 |
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 |
|---|---|---|---|---|
| Unemployed | Debary | FL | 10/2024 | 12/2024 |
| Rp Professional Services | Ashburn | VA | 09/2023 | 09/2024 |
| K-Force Flexible Solutions, Llc | Tampa | FL | 05/2020 | 09/2023 |
| Rose International | Chesterfield | MO | 04/2020 | 04/2020 |
| Mcinerney Financial Group Llc | Orlando | FL | 02/2019 | 06/2020 |
| Allan B. Dombrow Cpa | Coral Springs | FL | 07/2018 | 12/2018 |
| Ttec At Home | Englewood | CO | 10/2018 | 12/2018 |
| Brian Stoll Dba Before The Bank | Debary | FL | 07/2018 | 12/2024 |
| Uber And Doordash | Debary | FL | 01/2025 | 03/2025 |
| Digital Risk Investor Services And | Maitland | FL | 03/2015 | 07/2018 |
| Charles Schwab & Co., Inc. | Orlando | FL | 03/2025 | Present |
1) Door Dash | Investment Related:No||Other|Delivery Service|2025-02-05|Less than 20|0|Weekend PT food delivery
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-18 |
| S65 | Uniform Investment Adviser Law Examination | 2024-02-29 |
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