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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 |
|---|---|---|---|---|
| Kelly Education | Orlando | FL | 12/2025 | 04/2026 |
| Synergy Comp | Sharon | PA | 09/2024 | 09/2025 |
| Unemployed | Mount Dora | FL | 10/2025 | 11/2025 |
| Full Time Education | New York | NY | 09/2022 | 05/2025 |
| Columbia University | New York | NY | 10/2022 | 05/2025 |
| Blue Cross Blue Shield | Newark | NJ | 11/2020 | 02/2022 |
| Heart Of Florida United Way | Orlando | FL | 07/2021 | 07/2022 |
| Americorps | Orlando | FL | 07/2021 | 07/2022 |
| Wells Fargo | San Francisco | CA | 02/2019 | 10/2020 |
| Zara, Usa | Aventura | FL | 05/2016 | 01/2019 |
| Charles Schwab & Co., Inc. | Orlando | FL | 04/2026 | Present |
| Schwab Wealth Advisory Inc | Orlando | FL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-17 |
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