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2114 Oak Street, Jacksonville, FL 32204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-11 |
| TX | RA | APPROVED | 2025-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Maitland | FL | 09/2016 | 10/2019 |
| Rollins College | Winter Park | FL | 01/2013 | 05/2016 |
| Fifth Third Bank | Winter Park | FL | 12/2015 | 09/2016 |
| Winter Park Day Nursey | Winter Park | FL | 01/2016 | 05/2016 |
| Robinhood Financial, Llc | Lake Mary | FL | 10/2019 | 02/2020 |
| Charles Schwab & Co., Inc. | Maitland | FL | 03/2020 | 11/2022 |
| Schwab Private Client Investment Advisory, Inc. | Orlando | FL | 05/2021 | 11/2022 |
| Fidelity Investments Llc | Jacksonville | FL | 11/2022 | 08/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 08/2025 |
| Covingtonalsina, Llc | Jacksonville | FL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-29 |
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