Best Investors Account Sign in
Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-17
  • FL RA
    APPROVED
    Since 2026-08-17

Branch Locations

4853 Town Center Parkway, Jacksonville, FL 32246 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2024 → 06/2025
    Opus Coffee
    Gainesville, FL
  • 02/2026 → Present
    Jacksonville, FL
  • 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
    Ymca Camp Greenville
    Cleveland, SC
  • 11/2020 → 04/2021
    Florida Yacht Club
    Jacksonville, FL
  • 05/2020 → 08/2020
    Florida Yacht Club
    Jacksonville, FL
  • 05/2019 → 08/2019
    Florida Yacht Club
    Jacksonville, FL
  • 08/2021 → 05/2022
    Full Time Education
    Gainesville, FL
  • 01/2016 → 05/2019
    Full Time Education
    Jacksonville, FL
  • 08/2020 → 11/2020
    Full Time Education
    Jacksonville, 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
    Gainesville, FL
  • 08/2019 → 05/2020
    Full Time Education
    Jacksonville, FL
  • 02/2026 → Present
    Charles Schwab Bank, Ssb
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-14
  • S66 Uniform Combined State Law Examination
    2026-08-14

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Jacksonville, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor