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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Orlando | FL | 03/2016 | 01/2017 |
| E*Trade Capital Management Llc | Orlando | FL | 03/2016 | 01/2017 |
| Charles Schwab & Co., Inc. | Orlando | FL | 04/2018 | Present |
| Unemployed | Celebration | FL | 02/2017 | 03/2018 |
| Schwab Wealth Advisory, Inc. | Orlando | FL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-10 |
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