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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-22 |
Branch Locations
100 University Town Center Drive, Sarasota, FL 34243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Tampa | FL | 11/2017 | 05/2025 |
| Pon Holdings - Equipment Depot | Cincinnati | OH | 06/2015 | 10/2017 |
| Fidelity Investments | Tampa | FL | 03/2025 | 05/2025 |
| Apex Wealth Consultants Inc | Tampa | FL | 07/2025 | 02/2026 |
| Saltmarsh Financial Advisors, Llc | Tampa | FL | 02/2026 | 06/2026 |
| Charles Schwab & Co., Inc. | Sarasota | FL | 06/2026 | Present |
| Charles Schwab Bank, Ssb | Sarasota | FL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-01 |
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