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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-10 |
Branch Locations
100 University Town Center Drive, Sarasota, FL 34243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Encore Insurance Connection | St. Petersburg | FL | 08/2022 | 10/2025 |
| Full Time Education | Tampa | FL | 01/2020 | 08/2022 |
| Hillsborough Community College | Tampa | FL | 08/2018 | 08/2020 |
| University Of Missouri | Columbia | MO | 08/2017 | 08/2018 |
| Venice High School | Venice | FL | 01/2015 | 05/2017 |
| Ubs Financial Services Inc. | Winter Park | FL | 10/2025 | 07/2026 |
| Full Time Education | Washington | DC | 08/2023 | 05/2025 |
| Charles Schwab & Co., Inc. | Sarasota | FL | 07/2026 | Present |
| Charles Schwab Bank, Ssb | Sarasota | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-22 |
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