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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-15 |
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 |
|---|---|---|---|---|
| Hopper Productions | San Antonio | TX | 08/2015 | 01/2017 |
| Google Fiber/Corbel Communications | Austin | TX | 01/2017 | 01/2020 |
| Equitable Advisors, Llc | Orlando | FL | 07/2021 | 10/2021 |
| National Land Tenure | Garden City | NY | 01/2010 | 01/2020 |
| Bank Of America Corporation | Jacksonville | FL | 12/2021 | 02/2022 |
| Equitable Financial Life Insurance Co. | Orlando | FL | 07/2021 | 10/2021 |
| Tidal Realty Group Inc. | Miami | FL | 05/2020 | 01/2023 |
| Jp Morgan Chase Bank, N.A. | Delray Beach | FL | 02/2023 | 01/2025 |
| Jp Morgan Securities, Llc | Delray Beach | FL | 02/2023 | 02/2025 |
| Unemployed | San Antonio | TX | 02/2020 | 05/2021 |
| Charles Schwab & Co., Inc. | Orlando | FL | 02/2025 | Present |
| Charles Schwab Bank Ssb | Orlando | FL | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-08 |
| S66 | Uniform Combined State Law Examination | 2021-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-01 |
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