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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-02 |
Branch Locations
1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Altamonte Springs | FL | 02/2023 | 05/2025 |
| Massmutual Life Insurance (Legacy Wealth Partners) | Springfield | MA | 12/2022 | 01/2023 |
| H&R Block | Kansas City | MO | 12/2022 | 01/2023 |
| Allstate Insurance Company | Northbrook | IL | 10/2022 | 11/2022 |
| American Income Life Insurance Company | Waco | TX | 03/2021 | 12/2021 |
| Dental Care Of West Melbourne (Heartland Dental) | West Melbourne | FL | 09/2019 | 01/2021 |
| Florida Wine And Spirits | Rockledge | FL | 11/2018 | 06/2019 |
| Essentials Medispa & Salon | Melbourne | FL | 06/2017 | 10/2018 |
| Minerva's Bridal And Prom Outlet | Orlando | FL | 08/2016 | 03/2017 |
| Unemployed | Rockledge | FL | 12/2021 | 10/2022 |
| Full Time Education | Orlando | FL | 03/2017 | 06/2017 |
| Full Time Education | Orlando | FL | 10/2018 | 11/2018 |
| Full Time Education | Orlando | FL | 06/2019 | 09/2019 |
| Unemployed | Rockledge | FL | 01/2021 | 03/2021 |
| Unemployed | Rockledge | FL | 11/2022 | 12/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | 05/2025 |
| Charles Schwab & Co., Inc. | Orlando | FL | 05/2025 | Present |
| Charles Schwab Bank, Ssb | Orlando | FL | 05/2025 | Present |
| Charles Schwab Trust Bank | Orlando | FL | 05/2025 | Present |
| Charles Schwab Premier Bank | Orlando | FL | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-12 |
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