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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 | 2025-05-22 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clearwater | FL | 04/2017 | 06/2018 |
| Bank Of America | Fort Myers | FL | 10/2015 | 04/2017 |
| Bank Of America, N.A. | Clearwater | FL | 10/2017 | 06/2018 |
| Wells Fargo Bank, Na | Tampa | FL | 07/2018 | 06/2021 |
| Wells Fargo Clearing Services, Llc | Tampa | FL | 07/2018 | 06/2021 |
| Fisher Investments | Tampa | FL | 06/2021 | 02/2024 |
| Fidelity Investments | Altamonte Springs | FL | 02/2024 | 06/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | 04/2025 |
| Fidelity Investments | Altamonte Springs | FL | 06/2024 | 04/2025 |
| Charles Schwab & Co., Inc | Orlando | FL | 03/2025 | Present |
| Charles Schwab Bank Ssb | Orlando | FL | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-03 |
| S66 | Uniform Combined State Law Examination | 2017-08-13 |
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