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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-10-28 |
| TX | RA | APPROVED | 2022-10-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 04/2018 | 09/2021 |
| Cowen Inc | Orlando | FL | 09/2017 | 04/2018 |
| University Of Central Florida Career Services | Orlando | FL | 09/2016 | 05/2017 |
| Unemployed | Na | FL | 05/2016 | 09/2016 |
| Unemployed | Na | FL | 04/2017 | 09/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kissimmee | FL | 09/2021 | 09/2022 |
| Bank Of America, N.A. | Kissimmee | FL | 11/2021 | 09/2022 |
| Schwab Wealth Advisory Inc | Orlando | FL | 09/2022 | Present |
| Charles Schwab & Co., Inc. | Orlando | FL | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-08 |
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