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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-03 |
| FL | RA | APPROVED | 2025-04-10 |
Branch Locations
1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Los Altos | CA | 02/2017 | 05/2024 |
| Full Time Education | Orlando | FL | 07/2011 | 12/2016 |
| Charles Schwab Bank | Los Altos | CA | 04/2018 | 05/2024 |
| Fidelity Investments | Altamonte Springs | FL | 06/2024 | 03/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 03/2025 |
| Charles Schwab & Co., Inc. | Orlando | FL | 03/2025 | Present |
| Charles Schwab Bank, Ssb | Orlando | FL | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-12 |
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