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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-24 |
Branch Locations
480 N Orlando Ave Ste C220 [F2-Rbo], Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 08/2022 | 09/2024 |
| Booking.cOm | Orlando | FL | 06/2014 | 12/2022 |
| Wells Fargo Clearing Services, Llc | Winter Park | FL | 09/2024 | Present |
Swag Cutz Barbershop LLC|Investment Related: No|1977 Alafaya Trail Suite 1081, OVIEDO, FL, 32765, USA|Barbering |Bookkeeper|3/20/2020|Less than 20 hour/month - 0 during trading hours|This is a family owned business. I handle the bookkeeping of the business. I am not compensated for it. | AVIS BUDGET GROUP;NOT INV RELATED; ORLANDO,FL; CAR RENTAL;CAR DETAILER ; START DATE: 08/05/2025; 40 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-17 |
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