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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-03 |
Branch Locations
2745 Ne 193Rd Street Unit 7, Aventura, FL 33180 • 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 |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Chicago | IL | 01/2022 | 12/2022 |
| Unemployed | Chicago | IL | 09/2021 | 12/2021 |
| Avli River North | Chicago | IL | 02/2021 | 08/2021 |
| University Of Houston | Houston/Chicago | IL | 01/2020 | 01/2021 |
| Conscious Logistics Llc | Houston | TX | 06/2017 | 08/2019 |
| Theo's Restaurant | Houston | TX | 01/2016 | 12/2019 |
| Charles Schwab & Co., Inc. | Morton Grove | IL | 12/2022 | Present |
| Charles Schwab Bank | Miami | FL | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-01 |
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