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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Winter Park | FL | 10/2021 | Present |
| Publix | Orlando | FL | 11/2017 | 04/2021 |
| Century 21 | Orlando | FL | 05/2021 | 09/2021 |
| Student | Orlando | FL | 02/2013 | 11/2017 |
| Charles Schwab Bank, Ssb | Winter Park | FL | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-04 |
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