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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-17 |
Branch Locations
4853 Town Center Parkway, Jacksonville, FL 32246 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Opus Coffee | Gainesville | FL | 08/2024 | 06/2025 |
| Charles Schwab & Co., Inc. | Jacksonville | FL | 02/2026 | Present |
| Ymca Camp Greenville | Cleveland | SC | 05/2024 | 08/2024 |
| Ymca Camp Greenville | Cleveland | SC | 05/2023 | 08/2023 |
| Ymca Camp Greenville | Cleveland | SC | 05/2022 | 08/2022 |
| Ymca Camp Greenville | Cleveland | SC | 05/2021 | 08/2021 |
| Florida Yacht Club | Jacksonville | FL | 11/2020 | 04/2021 |
| Florida Yacht Club | Jacksonville | FL | 05/2020 | 08/2020 |
| Florida Yacht Club | Jacksonville | FL | 05/2019 | 08/2019 |
| Full Time Education | Gainesville | FL | 08/2021 | 05/2022 |
| Full Time Education | Jacksonville | FL | 01/2016 | 05/2019 |
| Full Time Education | Jacksonville | FL | 08/2020 | 11/2020 |
| Full Time Education | Gainesville | FL | 08/2022 | 05/2023 |
| Full Time Education | Gainesville | FL | 08/2023 | 05/2024 |
| Full Time Education | Gainesville | FL | 06/2025 | 02/2026 |
| Full Time Education | Jacksonville | FL | 08/2019 | 05/2020 |
| Charles Schwab Bank, Ssb | Jacksonville | FL | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-14 |
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