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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Miami Lakes | FL | 05/2025 | 04/2026 |
| Full Time Education | Tallahassee | FL | 08/2023 | 05/2025 |
| Full Time Education | Fort Myers | FL | 08/2021 | 05/2023 |
| Full Time Education | North Fort Myers | FL | 08/2017 | 05/2021 |
| Full Time Education | Cape Coral | FL | 08/2014 | 05/2017 |
| Trinity Wealth Securities, Llc | Tampa | FL | 03/2026 | 04/2026 |
| Charles Schwab & Co.,Inc. | Miami | FL | 04/2026 | Present |
| Charles Schwab Bank | Miami | FL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-06 |
| S65 | Uniform Investment Adviser Law Examination | 2025-03-07 |
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