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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-29 |
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 |
|---|---|---|---|---|
| Insight Credit Union | Winter Springs | FL | 08/2016 | 09/2017 |
| Edward Jones | St Louis | MO | 11/2017 | 09/2018 |
| Shariaportfolio, Inc. | Lake Mary | FL | 10/2018 | 06/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 06/2019 | 07/2020 |
| Citizens Securities, Inc. | Providence | RI | 07/2020 | 02/2022 |
| Citizens Securities, Inc. | Naples | FL | 02/2022 | 08/2023 |
| First Command Brokerage Services, Inc | Fort Worth | TX | 02/2024 | 04/2024 |
| Unemployed | Naples | FL | 08/2023 | 02/2024 |
| First Command Brokerage Services, Inc | Fort Worth | TX | 04/2024 | 05/2024 |
| First Command Advisory Services, Inc | Fort Worth | TX | 04/2024 | 05/2024 |
| First Command Insurance Services, Inc | Fort Worth | TX | 04/2024 | 05/2024 |
| Equitable Advisors, Llc | New York | NY | 01/2025 | 05/2025 |
| Full Time Education | Sanford | FL | 05/2024 | 01/2025 |
| Unemployed | Sanford | FL | 06/2025 | 07/2025 |
| Charles Schwab & Co., Inc. | Orlando | FL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-12 |
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