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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Miami | FL | 04/2022 | Present |
| Charles Schwab Bank, Ssb | Miami | FL | 04/2022 | Present |
| Castle Management Llc | Plantation | FL | 07/2017 | 11/2018 |
| Broward College | Fort Lauderdale | FL | 08/2013 | 08/2019 |
| Nautica | Sunrise | FL | 01/2015 | 11/2016 |
| Citibank | Fort Lauderdale | FL | 11/2018 | 04/2022 |
| Citibank | Tamarac | FL | 07/2014 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-22 |
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