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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-28 |
Branch Locations
150 E. Palmetto Park Rd. Suite 100, Boca Raton, FL 33432-4808 • United States
520 Linton Blvd, Delray Beach, FL 33444 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merit Financial Advisors | Boca Raton | FL | 06/2024 | 08/2024 |
| Leeward Financial Group | Fort Lauderdale | FL | 09/2025 | 12/2025 |
| Charles Schwab & Co., Inc. | Delray Beach | FL | 01/2026 | Present |
| Gerald R Angers Pa | Delray | FL | 06/2020 | 12/2025 |
| Full Time Education | Boca Raton | FL | 08/2014 | 06/2017 |
| Full Time Education | Boca Raton | FL | 07/2017 | 06/2021 |
| Full Time Education | Tallahassee | FL | 07/2021 | 05/2025 |
| Charles Schwab Bank, Ssb | Delray Beach | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-27 |
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