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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rollins College | Winter Park | FL | 08/2019 | 03/2020 |
| Full Time Education | Orlando | FL | 08/2016 | 12/2018 |
| Full Time Education | Winter Park | FL | 01/2019 | 07/2019 |
| Full Time Education | Winter Park | FL | 04/2020 | 03/2021 |
| 212 Partners (Ecm Acquisitions) | Orlando | FL | 04/2021 | 06/2021 |
| Universal Studios (Colorvision International) | Orlando | FL | 06/2021 | 08/2021 |
| All Star Auto Lights | Orlando | FL | 08/2021 | 08/2022 |
| Gfg Solutions | Orlando | FL | 09/2022 | 11/2022 |
| Mr. Gutter | Orlando | FL | 01/2023 | 09/2023 |
| Charles Schwab & Co., Inc. | Orlando | FL | 10/2023 | Present |
| Schwab Wealth Advisory, Inc. | Orlando | FL | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-23 |
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