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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-06-10 |
| TX | RA | APPROVED | 2021-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keyes, Stange & Wooten Wealth Management, Llc | Daytona Beach | FL | 08/2014 | 05/2018 |
| Keyes, Stange & Wooten Cpa Firm, Llc | Daytona Beach | FL | 08/2014 | 05/2018 |
| Mad Hatters Management, Llc | Daytona Beach | FL | 08/2014 | 05/2018 |
| Raymond James Financial Services, Inc | Deland | FL | 05/2018 | 05/2021 |
| Fleishel Financial Associates, Inc. | Deland | FL | 05/2018 | 05/2021 |
| Raymond James Financial Services Advisors Inc. | Deland | FL | 08/2018 | 05/2021 |
| Charles Schwab & Co., Inc. | Orlando | FL | 05/2021 | Present |
| Schwab Wealth Advisory Inc | Orlando | FL | 05/2021 | Present |
1) Stetson University | Investment Related:No|421 N Woodland Blvd|Deland|FL|32723|USA|Education|Adjunct Professor|8/1/2018|Less than 20|0|Each semester I teach one academic course as a part of a Bachelor's Degree in Finance through the College of Business. The coursework is designed to fulfill the requirements for a student towards becoming a CFP. I do not engage in any academic advising, curriculum development, peer review, research, or other academic function. I simply teach from 6p-9p on Monday nights approximately 30 weeks of the year.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-10-16 |
| S66 | Uniform Combined State Law Examination | 2015-01-03 |
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