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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-15 |
Branch Locations
4848 S Apopka Vineland Rd. Suite 204, Orlando, FL 32819 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 03/2016 | 07/2022 |
| Charles Schwab & Co., Inc. | Orlando | FL | 01/2023 | 12/2023 |
| N/A | Windermere | FL | 07/2022 | 12/2022 |
| Charles Schwab & Co., Inc. | Orlando | FL | 11/2025 | Present |
| N/A | Orlando | FL | 01/2024 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-12 |
| S65 | Uniform Investment Adviser Law Examination | 1995-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-23 |
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