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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-02 |
Branch Locations
2745 Ne 193Rd Street Unit 7, Aventura, FL 33180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Boca Raton | FL | 05/2017 | 05/2019 |
| One Loan Place | Tallahassee | FL | 01/2017 | 04/2017 |
| Student | Tallahassee | FL | 01/2000 | 05/2017 |
| Charles Schwab & Co., Inc. | Plantation | FL | 05/2019 | 10/2024 |
| Charles Schwab Bank, Ssb | Plantation | FL | 05/2019 | 10/2024 |
| Fidelity Investments | Fort Lauderdale | FL | 10/2024 | 01/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 01/2026 |
| Charles Schwab & Co., Inc | Aventura | FL | 01/2026 | Present |
| Charles Schwab Bank | Aventura | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-11 |
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