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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 2026-07-07
  • FL RA
    APPROVED
    Since 2026-07-07

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
Charles Schwab & Co Orlando FL 03/2025 Present
Universal's Cabana Bay Beach Resort Orlando FL 03/2019 10/2025
La Fitness Orlando FL 08/2018 05/2019
Ethos Vegan Kitchen Winter Park FL 01/2018 08/2018
Gold's Gym Los Angeles CA 08/2015 12/2017
  • 03/2025 → Present
    Charles Schwab & Co
    Orlando, FL
  • 03/2019 → 10/2025
    Universal's Cabana Bay Beach Resort
    Orlando, FL
  • 08/2018 → 05/2019
    La Fitness
    Orlando, FL
  • 01/2018 → 08/2018
    Ethos Vegan Kitchen
    Winter Park, FL
  • 08/2015 → 12/2017
    Gold's Gym
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-06
S63 Uniform Securities Agent State Law Examination 2026-02-19
  • S65 Uniform Investment Adviser Law Examination
    2026-07-06
  • S63 Uniform Securities Agent State Law Examination
    2026-02-19

View on SEC IAPD

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