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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 | 2021-01-11 |
| FL | RA | APPROVED | 2018-08-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bishop Moore Catholic High School | Orlando | FL | 08/2013 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orlando | FL | 12/2016 | 07/2018 |
| Bank Of America, N.A. | Orlando | FL | 06/2017 | 07/2018 |
| Schwab Wealth Advisory Inc | Orlando | FL | 07/2018 | Present |
| Charles Schwab & Co. | Orlando | FL | 07/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-23 |
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