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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-09-21 |
Branch Locations
1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States
70 S. Keller Road, Orlando, FL 32810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 09/2017 | Present |
| Unemployed | Orlando | FL | 10/2016 | 09/2017 |
| Gm Financial/Americredit | Altamonte Springs | FL | 03/2009 | 10/2016 |
| Charles Schwab Bank, Ssb | Orlando | FL | 05/2021 | Present |
1) YouTube | Investment Related:No|Other|Social Media Influencer |8/15/2025|Less than 20|0|I will make vlogs on travel, food, women's health/empowerment and solo living.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-02 |
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