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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 2025-05-16
  • FL RA
    APPROVED
    Since 2025-05-16

Branch Locations

1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • 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
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
  • 10/2024 → 12/2024
    Unemployed
    Debary, FL
  • 09/2023 → 09/2024
    Rp Professional Services
    Ashburn, VA
  • 05/2020 → 09/2023
    K-Force Flexible Solutions, Llc
    Tampa, FL
  • 04/2020 → 04/2020
    Rose International
    Chesterfield, MO
  • 02/2019 → 06/2020
    Mcinerney Financial Group Llc
    Orlando, FL
  • 07/2018 → 12/2018
    Allan B. Dombrow Cpa
    Coral Springs, FL
  • 10/2018 → 12/2018
    Ttec At Home
    Englewood, CO
  • 07/2018 → 12/2024
    Brian Stoll Dba Before The Bank
    Debary, FL
  • 01/2025 → 03/2025
    Uber And Doordash
    Debary, FL
  • 03/2015 → 07/2018
    Digital Risk Investor Services And
    Maitland, FL
  • 03/2025 → Present
    Orlando, FL
Other Businesses

1) Door Dash | Investment Related:No||Other|Delivery Service|2025-02-05|Less than 20|0|Weekend PT food delivery

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-07-18
S65 Uniform Investment Adviser Law Examination 2024-02-29
  • S63 Uniform Securities Agent State Law Examination
    2025-07-18
  • S65 Uniform Investment Adviser Law Examination
    2024-02-29

View on SEC IAPD

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