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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2024 | Present |
| Brightway Insurance | Jacksonville | FL | 11/2023 | 05/2024 |
| Full Time Education | Orlando | FL | 11/2022 | 11/2023 |
| Cigna | St. Louis | MO | 10/2021 | 11/2022 |
| West Gate Resorts | Orlando | FL | 06/2021 | 09/2021 |
| Amazon | Orlando | FL | 06/2020 | 04/2021 |
| Shell Gas Station | Pine Hills | FL | 04/2020 | 05/2020 |
| Foot Locker | Orlando | FL | 03/2020 | 04/2020 |
| Seaworld | Orlando | FL | 02/2020 | 03/2020 |
| Ups | Orlando | FL | 11/2019 | 01/2020 |
| Fedex | Orlando | FL | 09/2019 | 11/2019 |
| Island H2O | Kissimmee | FL | 06/2019 | 09/2019 |
| Holiday Inn | Orlando | FL | 02/2018 | 05/2019 |
| Kfc | Poinciana | FL | 04/2016 | 01/2018 |
| Full Time Education | Haines City | FL | 08/2013 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-28 |
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