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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-29 |
Branch Locations
1991 Summit Park Drive, Orlando, FL 32810-5900 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chick-Fila | Orlando | FL | 07/2014 | 06/2018 |
| Td Ameritrade | Gainesville | FL | 08/2018 | 08/2019 |
| Bank Of America | Gainesville | FL | 09/2019 | 08/2021 |
| The Lifewealth Group | Winter Garden | FL | 08/2021 | 04/2026 |
| Ae Wealth Managaement, Llc | Topeka | KS | 05/2023 | 05/2025 |
| Madison Avenue Securities | San Diego | CA | 05/2023 | 04/2026 |
| Lifewealth Investments, Llc | Winter Garden | FL | 10/2024 | 04/2026 |
| Charles Schwab & Co., Inc. | Orlando | FL | 07/2026 | Present |
| Schwab Wealth Advisory, Inc. | Orlando | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-13 |
| S65 | Uniform Investment Adviser Law Examination | 2023-05-06 |
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