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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-08-12 |
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 08/1993 | Present |
| Real Estate Property Owner | Apopka | FL | 01/2005 | Present |
| Real Estate Property Owner | Apopka | FL | 01/2011 | Present |
| Optionsxpress, Inc. | Orlando | FL | 09/2011 | 10/2017 |
REAL ESTATE PROPERTY OWNER, NOT INVESTMENT RELATED, APOPKA, FLORIDA, TWO RENTAL PROPERTIES, OWNER, START DATES 01/01/2005 AND 01/01/2011, LESS THAN 20 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-18 |
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