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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 2026-05-26
  • FL RA
    APPROVED
    Since 2026-05-26

Branch Locations

150 E. Palmetto Park Rd. Suite 100, Boca Raton, FL 33432-4808 • United States

520 Linton Blvd, Delray Beach, FL 33444 • 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
Priority1 Inc Little Rock AR 07/2023 10/2025
Charles Schwab & Co., Inc. Boca Raton FL 10/2025 Present
Northwestern Mutual Fort Lauderdale FL 05/2022 05/2023
Nova Southeastern University Fort Lauderdale FL 01/2021 05/2023
Unemployed Tamarac FL 01/2016 01/2021
Charles Schwab Bank Boca Raton FL 10/2025 Present
  • 07/2023 → 10/2025
    Priority1 Inc
    Little Rock, AR
  • 10/2025 → Present
    Boca Raton, FL
  • 05/2022 → 05/2023
    Northwestern Mutual
    Fort Lauderdale, FL
  • 01/2021 → 05/2023
    Nova Southeastern University
    Fort Lauderdale, FL
  • 01/2016 → 01/2021
    Unemployed
    Tamarac, FL
  • 10/2025 → Present
    Charles Schwab Bank
    Boca Raton, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-22
  • S66 Uniform Combined State Law Examination
    2026-05-22

View on SEC IAPD

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