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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 2026-05-20
  • FL RA
    APPROVED
    Since 2026-05-20

Branch Locations

1958/1950/1991/2001 Summit Park Dr. Orlando Campus, 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
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
  • 05/2026 → Present
    Charles Schwab Bank
    Orlando, FL
  • 06/2022 → 12/2022
    Sherwin Williams
    Melbourne, FL
  • 12/2021 → 06/2022
    Unemployed
    Melbourne, FL
  • 08/2021 → 12/2021
    Florida Institute Of Technology Office Of Development
    Melbourne, FL
  • 05/2021 → 08/2021
    Tbme Tax And Accounting Servic
    Staten Island, NY
  • 06/2018 → 09/2020
    Nardis Tavern
    Long Beach, NJ
  • 05/2020 → 07/2020
    Natures Reward Farmers Market
    Point Pleasant, NJ
  • 01/2023 → Present
    Orlando, FL
  • 09/2020 → 05/2021
    Unemployed
    Melbourne, FL
  • 01/2013 → 06/2018
    Unemployed
    Manahawkin, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-19
S63 Uniform Securities Agent State Law Examination 2023-04-25
  • S66 Uniform Combined State Law Examination
    2026-05-19
  • S63 Uniform Securities Agent State Law Examination
    2023-04-25

View on SEC IAPD

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