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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-08 |
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 |
|---|---|---|---|---|
| Florida Financial Advisors | Orlando | FL | 07/2025 | 07/2025 |
| Lockheed Martin | Orlando | FL | 01/2023 | 05/2025 |
| University Of Central Florida | Orlando | FL | 08/2021 | 05/2025 |
| Target | Boynton Beach | FL | 04/2021 | 08/2021 |
| Chick-Fil-A | Wellington | FL | 10/2020 | 04/2021 |
| Unemployed | Greenacres | FL | 01/2016 | 09/2020 |
| Unemployed | Orlando | FL | 08/2025 | 11/2025 |
| Charles Schwab & Co., Inc. | Orlando | FL | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-11 |
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