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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 2025-04-01
  • FL RA
    APPROVED
    Since 2025-04-01

Branch Locations

420 South Orange Avenue, Orlando, FL 32801-3323 • 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
Carl Black Chevrolet Buick Gmc Orlando FL 11/2019 03/2020
Orlando City Sc Fanatics Inc. Orlando FL 02/2019 09/2019
Etsy Shop Orlando FL 10/2020 04/2021
Full-Time Education Orlando FL 06/2017 08/2022
Full-Time Education Boca Raton FL 08/2012 08/2017
Charles Schwab & Co., Inc. Orlando FL 10/2022 Present
Charles Schwab Bank Orlando FL 12/2024 Present
  • 11/2019 → 03/2020
    Carl Black Chevrolet Buick Gmc
    Orlando, FL
  • 02/2019 → 09/2019
    Orlando City Sc Fanatics Inc.
    Orlando, FL
  • 10/2020 → 04/2021
    Etsy Shop
    Orlando, FL
  • 06/2017 → 08/2022
    Full-Time Education
    Orlando, FL
  • 08/2012 → 08/2017
    Full-Time Education
    Boca Raton, FL
  • 10/2022 → Present
    Orlando, FL
  • 12/2024 → Present
    Charles Schwab Bank
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-31
S63 Uniform Securities Agent State Law Examination 2023-02-15
  • S66 Uniform Combined State Law Examination
    2025-03-31
  • S63 Uniform Securities Agent State Law Examination
    2023-02-15
Other Names
  • Sam Pereira

View on SEC IAPD

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