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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co.,Inc | Orlando | FL | 05/2026 | Present |
| Charles Schwab Bank | Orlando | FL | 05/2026 | Present |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 05/2018 | 09/2020 |
| Orchid Island Golf And Beach Club | Vero Beach | FL | 09/2017 | 04/2018 |
| Villas Of Grand Cypress | Orlando | FL | 08/2016 | 01/2017 |
| Hsc Professional Golf Llc | Southern Pines | NC | 01/2017 | 01/2018 |
| Independent Contractor | Orlando | FL | 05/2016 | 01/2017 |
| Fisher Investments | Tampa | FL | 10/2020 | 04/2023 |
| Fidelity Investments | Jacksonville | FL | 05/2023 | 05/2026 |
| Fidelity Investments | Jacksonville | FL | 03/2025 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-06-23 |
| S66 | Uniform Combined State Law Examination | 2019-10-23 |
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