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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
900 North Orlando Ave, Winter Park, FL 32789-2924 • United States
Orlando, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Winter Park | FL | 08/2015 | 09/2021 |
| Charles Schwab Bank | Winter Park | FL | 08/2015 | 09/2021 |
| Fidelity Investments | Altamonte Springs | FL | 10/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-04 |
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