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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-25 |
Branch Locations
1179 South University Drive Suite 310, Plantation, FL 33324 • United States
801 Brickell Ave Suite 640, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Falls Church | VA | 07/2016 | 11/2019 |
| Suntrust Advisory Services, Llc | Falls Church | VA | 11/2019 | 01/2021 |
| Truist Investment Services | Mclean | VA | 01/2021 | 01/2022 |
| Truist Advisory Services | Mclean | VA | 01/2021 | 01/2022 |
| Fidelity Investments | Ft Lauderdale | FL | 02/2022 | 09/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 09/2025 |
| Charles Schwab & Co, Inc | Plantation | FL | 09/2025 | Present |
| Charles Schwab Bank, Ssb | Plantation | FL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-05 |
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