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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-14 |
| FL | RA | APPROVED | 2022-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 10/2020 | Present |
| Vip Valet, Parking & Shuttle Services Of Orlando | Orlando | FL | 01/2018 | 03/2020 |
| Sea Turtle Conservancy, Inc. | Gainesville | FL | 03/2015 | 04/2017 |
| University Of Florida | Gainesville | FL | 06/2013 | 05/2017 |
| N/A | Longwood | FL | 03/2020 | 10/2020 |
| Schwab Wealth Advisory, Inc. | Orlando | FL | 05/2022 | Present |
| N/A | Orlando | FL | 04/2017 | 01/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-22 |
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