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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 | 2026-04-28 |
| FL | RA | APPROVED | 2016-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 02/2013 | Present |
| Schwab Wealth Advisory Inc | Orlando | FL | 04/2016 | Present |
1) St. Charles Borromeo Catholic Church | Investment Related:No|4001 Edgewater Drive|Orlando|Fl|32804|United States|Nonprofit Charitable Organizations|Member of the Church Finance Committee|1/1/2024|Less than 20|0|Attend quarterly meetings to discuss and vote on primarily accounting related matters. Approval of bids for Church improvements, approval of funds disbursements for various Church expenses, etc... No investment advice would be provided by me in this capacity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-09 |
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