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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-01-23
  • FL RA
    APPROVED
    Since 2024-01-23

Branch Locations

4304 W Boy Scout Blvd., Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Envision Credit Union Tallahassee FL 03/2021 02/2022
Little Caesars Land O Lakes FL 08/2017 01/2020
Gainesville Coin Dade City FL 03/2020 02/2021
Belk, Inc Tallahassee FL 06/2021 09/2021
Wendys Lutz FL 08/2018 01/2019
Charles Schwab & Co., Inc. Tampa TX 07/2023 Present
Charles Schwab Bank, Ssb Tampa FL 07/2023 Present
Florida State University Tallahassee FL 05/2019 05/2023
Unemployed Land O Lakes FL 08/2013 08/2017
Taylor And Williams Lutz FL 08/2021 08/2021
  • 03/2021 → 02/2022
    Envision Credit Union
    Tallahassee, FL
  • 08/2017 → 01/2020
    Little Caesars
    Land O Lakes, FL
  • 03/2020 → 02/2021
    Gainesville Coin
    Dade City, FL
  • 06/2021 → 09/2021
    Belk, Inc
    Tallahassee, FL
  • 08/2018 → 01/2019
    Wendys
    Lutz, FL
  • 07/2023 → Present
    Tampa, TX
  • 07/2023 → Present
    Charles Schwab Bank, Ssb
    Tampa, FL
  • 05/2019 → 05/2023
    Florida State University
    Tallahassee, FL
  • 08/2013 → 08/2017
    Unemployed
    Land O Lakes, FL
  • 08/2021 → 08/2021
    Taylor And Williams
    Lutz, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-12
  • S66 Uniform Combined State Law Examination
    2023-10-12

View on SEC IAPD

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