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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2012-11-20 |
Branch Locations
110 Merrick Way Suite 1, Coral Gables, FL 33134-5236 • United States
4853 Town Center Parkway, Jacksonville, FL 32246 • United States
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. | Jacksonville | FL | 11/2012 | Present |
| Charles Schwab Bank | Jacksonville | FL | 11/2012 | Present |
(1). RENTAL PROPERTY| NOT INVESTMENT RELATED| PALM COAST, FL| HOMEOWNER| START DATE 12.1.2020| FOR LESS THAN 20 HOURS PER MONTH NONE DURING TRADING HOURS| NO DUTIES AS A PROPERTY MANAGEMENT WILL HANDLE THE DAY TO DAY. (2). KSJP Holdings LLC| Investment Related: No|737 Driftwood Circle; Ponte Vedra Beach; Florida ;32082; USA| Real Estate (Non-Agent/Broker) |Partial Owner of LLC that owns a Condo that will be rented |2023-08-01|Hours Per Month: Less than 20|Hours Spent during Security Trading: 0|n/a
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-06 |
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