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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-07 |
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 |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2026-02-19 |
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