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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-28 |
| TX | RA | APPROVED | 2026-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin Templeton | Saint Petersburg | FL | 11/2016 | 07/2017 |
| Morgan Stanley | Tampa | FL | 07/2017 | 07/2020 |
| Fidelity Investments | Chandler | AZ | 07/2020 | 11/2020 |
| Unemployed | Tampa | FL | 12/2020 | 03/2021 |
| Ey/Tapfin | Tampa | FL | 03/2021 | 08/2021 |
| Morgan Stanley | Tampa | FL | 09/2021 | 11/2024 |
| Morgan Stanley Private Bank, N.A | Tampa | FL | 09/2021 | 11/2024 |
| J.P. Morgan Securities, Llc | Lutz | FL | 11/2024 | 07/2026 |
| Jpmorgan Chase Bank, N.A. | Lutz | FL | 11/2024 | 07/2026 |
| Ernst & Young Investment Advisors Llp | Tampa | FL | 03/2021 | 08/2021 |
| Fidelity Brokerage Services Llc | Chandler | AZ | 07/2020 | 11/2020 |
| Fidelity Personal And Workplace Advisors | Chandler | AZ | 07/2020 | 11/2020 |
| Unemployed | Tampa | FL | 09/2016 | 10/2016 |
| Morgan Stanley Private Bank, N.A | Tampa | FL | 12/2021 | 11/2024 |
| Charles Schwab & Co, Inc | Wesley Chapel | FL | 07/2026 | Present |
| Schwab Wealth Advisory, Inc | Wesley Chapel | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-02 |
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