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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-22 |
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