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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-20 |
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 |
|---|---|---|---|---|
| Charles Schwab Bank | Orlando | FL | 05/2026 | Present |
| Sherwin Williams | Melbourne | FL | 06/2022 | 12/2022 |
| Unemployed | Melbourne | FL | 12/2021 | 06/2022 |
| Florida Institute Of Technology Office Of Development | Melbourne | FL | 08/2021 | 12/2021 |
| Tbme Tax And Accounting Servic | Staten Island | NY | 05/2021 | 08/2021 |
| Nardis Tavern | Long Beach | NJ | 06/2018 | 09/2020 |
| Natures Reward Farmers Market | Point Pleasant | NJ | 05/2020 | 07/2020 |
| Charles Schwab & Co., Inc. | Orlando | FL | 01/2023 | Present |
| Unemployed | Melbourne | FL | 09/2020 | 05/2021 |
| Unemployed | Manahawkin | NJ | 01/2013 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-25 |
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