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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-06 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Temple Terrace | FL | 03/2021 | 12/2025 |
| Goldman Sachs | Salt Lake City | UT | 10/2017 | 02/2021 |
| Cafe Sevilla | San Diego | CA | 08/2016 | 10/2017 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2023 | 12/2025 |
| Charles Schwab & Co, Inc | Orlando | FL | 12/2025 | Present |
| Schwab Wealth Advisory, Inc | Orlando | FL | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-17 |
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