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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-12-09 |
| TX | RA | APPROVED_RES | 2021-12-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Jacksonville | FL | 05/2013 | 11/2018 |
| Ameriprise Financial Services, Inc | Orlando | FL | 12/2018 | 06/2020 |
| Kestra Financial, Inc. | Winter Park | FL | 12/2020 | 09/2021 |
| Unemployed | Orlando | FL | 07/2020 | 10/2020 |
| Hub International, Inc. | Winter Park | FL | 11/2020 | 09/2021 |
| Charles Schwab & Co Inc | Orlando | FL | 10/2021 | Present |
| Schwab Wealth Advisory, Inc. | Orlando | FL | 10/2021 | Present |
1) Rental Property | Investment Related:No|2626Spring Park Rd|Jacksonville|FL|32207|USA|Real Estate (Non-Agent/Broker)|Owner|9/1/2020|Less than 20|0|My property is managed by Keyrenter Property Management in Jacksonville FL. They take care of all rent collection, repairs, tenant issues, and direct deposit the net amount.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-06 |
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