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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-05 |
| FL | RA | APPROVED | 2021-06-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 04/2008 | Present |
| Schwab Private Client Investment Advisory, Inc. | Orlando | FL | 06/2018 | 10/2019 |
| Schwab Wealth Advisory Inc | Orlando | FL | 05/2021 | Present |
1) REYNOLDS MOVING COMPANY, ST. PETERSBURG, FLORIDA, NOT INVESTMENT RELATED, 05/01/2014, FAMILY BUSINESS, MOVING COMPANY, LESS THAN 20 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS 2) MQMR LLC|Investment Related:No|5203 Mill Stream Road;Ocoee ;FL;34761;USA|Real Estate (Non-Agent/Broker)|Owner|2024-05-17|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|I am the sole owner of a LLC that I used to purchase an investment property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-28 |
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