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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 2025-11-20
  • FL RA
    APPROVED
    Since 2025-11-20

Branch Locations

70 S. Keller Road, Orlando, FL 32810 • 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
Alorica Lake Mary FL 06/2021 10/2022
Asurion Insurance Orlando FL 04/2018 03/2021
Sears Home Services Lake Mary FL 05/2016 04/2018
Charles Schwab & Co. Westlake TX 11/2022 Present
Unemployed Orlando FL 04/2021 05/2021
  • 06/2021 → 10/2022
    Alorica
    Lake Mary, FL
  • 04/2018 → 03/2021
    Asurion Insurance
    Orlando, FL
  • 05/2016 → 04/2018
    Sears Home Services
    Lake Mary, FL
  • 11/2022 → Present
    Charles Schwab & Co.
    Westlake, TX
  • 04/2021 → 05/2021
    Unemployed
    Orlando, FL
Other Businesses

1) YouTube|Investment Related: No|Entertainment Venues/Theaters|Creator|7/7/2019| hour/month - 0 during trading hours|Motivational speaking. Topics discussed include personal growth and development- no financial services or investment related responsibilities to report., 2) Spotify|Investment Related: No|Broadcasting/Music/Film|Creator|7/11/2022| hour/month - 0 during trading hours|Motivational speaking via podcast services. No financial services or investment related responsibilities to report.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-18
  • S66 Uniform Combined State Law Examination
    2025-11-18

View on SEC IAPD

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