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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-05-28 |
Branch Locations
1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States
Land O Lakes, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tampa | FL | 03/2010 | 12/2016 |
| Unemployed | Tampa | FL | 12/2016 | 05/2017 |
| Usaa Financial Planning Services | Tampa | FL | 05/2017 | 05/2020 |
| Usaa Financial Advisors Inc | Tampa | FL | 05/2017 | 05/2020 |
| Usaa Investment Management Company | Tampa | FL | 01/2018 | 05/2020 |
| Charles Schwab & Co., Inc. | Land O Lakes | FL | 05/2020 | Present |
| Charles Schwab Bank, Ssb | Land O Lakes | FL | 05/2020 | 06/2020 |
| Charles Schwab Bank, Ssb | Land O Lakes | FL | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-03 |
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