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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Jupiter | FL | 01/2016 | 05/2017 |
| Unemployed | Palm Beach Gardens | FL | 05/2017 | 08/2017 |
| Full Time Education | Riviera Beach | FL | 08/2017 | 05/2021 |
| Doordash | Jupiter | FL | 05/2021 | 08/2021 |
| Full Time Education | Orlando | FL | 08/2021 | 05/2025 |
| Shea D Boys Stable | Jupiter | FL | 08/2021 | 05/2025 |
| Crown Mortgage Services | Boca Raton | FL | 05/2025 | 12/2025 |
| Unemployed | Jupiter | FL | 12/2025 | 01/2026 |
| Burger Shack | Jupiter | FL | 06/2024 | 08/2024 |
| Charles Schwab & Co., Inc. | Orlando | FL | 01/2026 | Present |
| Schwab Wealth Advisory Inc | Orlando | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-24 |
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