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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-04-10 |
Branch Locations
1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Winter Park | FL | 07/2016 | 02/2018 |
| Suntrust Investment Services Inc | Atlanta | GA | 03/2018 | 02/2019 |
| Suntrust Bank | Altamonte Springs | FL | 02/2018 | 02/2019 |
| Suntrust Advisory Services,Inc. | Atlanta | GA | 03/2018 | 02/2019 |
| Charles Schwab & Co., Inc. | Orlando | FL | 04/2019 | Present |
| Charles Schwab Bank, Ssb | Orlando | FL | 08/2021 | Present |
| Charles Schwab Premiere Bank | Orlando | FL | 08/2021 | Present |
| Charles Schwab Trust Bank | Orlando | FL | 08/2021 | Present |
1) Cross Anchored Lifestyle LLC | Investment Related:No|4250 ALAFAYA TRAIL STE. 212-252|Oviedo|FL|32765|USA|Retail|Co-Owner|8/1/2018|Less than 20|0|Management of business entity including marketing, production and design.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-27 |
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