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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-15 |
| TX | RA | APPROVED | 2023-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 09/2014 | Present |
| Schwab Wealth Advisory Inc | Orlando | FL | 02/2019 | 04/2022 |
1) NONE | Investment Related:No|1880 VIBURNUM LANE|WINTER PARK|FL|32792|USA|Legal Services|ATTORNEY|3/18/2019|Less than 20|0|LICENSED TO PRACTICE LAW IN STATE OF FLORIDA, ATTORNEY SERVICES, PRO BONO, 2) Twisted Palm LLC | Investment Related:No|Restaurant/Food Services|Registered Agent|6/1/2025|Less than 20|0|Receive legal documents and official communications on behalf of the company, serving as a point of contact for legal matters., 3) Back of the House Creations LLC | Investment Related:No|Restaurant/Food Services|Member and Registered Agent|6/1/2025|Less than 20|0|Member/beneficial owner with no management responsibilities other than acting as registered agent to receive legal documents and official communications on behalf of the company, serving as a point of contact for legal matters.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-22 |
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