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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-23 |
| TX | RA | APPROVED_RES | 2023-01-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 11/1995 | 09/2020 |
| Schwab Private Client Inv. Adv., Inc. | Orlando | FL | 01/2012 | 09/2020 |
| Charles Schwab & Co., Inc. | Orlando | FL | 09/2022 | Present |
| Unemployed | Apopka | FL | 09/2020 | 05/2022 |
| Progressive | Mayfield | OH | 05/2022 | 09/2022 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-07-31 |
| S66 | Uniform Combined State Law Examination | 2007-10-12 |
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