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777 North Capitol Street, Ne, Washington, DC 20002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-30 |
| FL | RA | APPROVED | 2026-03-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 07/2014 | 03/2024 |
| Schwab Private Client Investment Advisory, Inc. | Orlando | FL | 06/2019 | 03/2024 |
| Cetera Advisor Networks | El Segundo | CA | 03/2024 | 09/2024 |
| Cetera Investment Advisers | Schaumburg | IL | 03/2024 | 09/2024 |
| Missionsquare Investment Services | Washington | DC | 09/2025 | Present |
| Missionsquare Retirement | Washington | DC | 09/2025 | Present |
| Unemployed | Kissimmee | FL | 10/2024 | 12/2024 |
| Arista Advisory Group | Albany | NY | 01/2025 | 04/2025 |
| Unemployed | Kissimmee | FL | 05/2025 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-25 |
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