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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-04 |
| FL | RA | APPROVED | 2021-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 03/2008 | Present |
| Schwab Wealth Advisory Inc | Orlando | FL | 05/2021 | Present |
1) Bowk Construction| Not investment related| 121 South Orange Ave. - Suite 150, Orlando, FL 32801| Construction - Sales| Start 03/25/2019| Less than 20 hours/month - 0 during trading hours| Networking & marketing for a roofing company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-04 |
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