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450 S. Orange Ave. Suite 1400, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-27 |
Branch Locations
450 S. Orange Ave. Suite 1400, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Urbandale | IA | 01/2015 | 07/2022 |
| Full Time Education | Phoenix | AZ | 07/2022 | 12/2025 |
| Des Moines Golf And Country Club | West Des Moines | IA | 08/2021 | 11/2021 |
| City Of Clive - Parks And Recreation | Clive | IA | 04/2023 | 01/2024 |
| Southwestern Advantage | Nashville | TN | 05/2024 | 08/2024 |
| Cis Abroad | East Hampton | MA | 01/2025 | 04/2025 |
| Principal Life Insurance Co | Des Moines | IA | 05/2025 | 08/2025 |
| Principal Securities Inc | Des Moines | IA | 06/2025 | 08/2025 |
| Dragit Llc | Lafayette | CA | 10/2025 | 10/2025 |
| Consolidated Services Ltd | Iowa Falls | IA | 08/2022 | 01/2026 |
| Casselberry Golf Club | Casselberry | FL | 01/2026 | 04/2026 |
| I9 Sports | Waukee | IA | 11/2019 | 11/2020 |
| Charles Schwab & Co., Inc. | Orlando | FL | 01/2026 | 06/2026 |
| Schwab Wealth Advisory Inc | Orlando | FL | 01/2026 | 06/2026 |
| Cnl Securities | Olando | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-15 |
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