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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-25 |
Branch Locations
1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maxmara | Orlando | FL | 09/2024 | 02/2025 |
| University Of Central Florida | Lake Nona | FL | 04/2024 | Present |
| Unemployed | Chengdu | 01/2015 | 12/2016 | |
| Au Bon Pain | West Lafayette | IN | 01/2017 | 05/2017 |
| Starbucks | West Lafayette | IN | 07/2018 | 12/2018 |
| Unemployed | West Lafayette | IN | 06/2017 | 06/2018 |
| Unemployed | West Lafayette | IN | 01/2019 | 05/2019 |
| Windsor Dining Court | West Lafayette | IN | 06/2019 | 12/2019 |
| Unemployed | Lafayette | IN | 01/2020 | 04/2022 |
| New York University | New York City | NY | 05/2022 | 08/2022 |
| Orlando Natural Medicine And Acupuncture Clinic | Orlando | FL | 03/2023 | 01/2025 |
| New York University | New York | NY | 09/2022 | 05/2023 |
| Charles Schwab & Co., Inc. | Orlando | FL | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-22 |
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