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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-20 |
| TX | RA | APPROVED_RES | 2023-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Sarasota | FL | 02/2018 | 11/2023 |
| Complete Outdoor Equipment | Terre Haute | IN | 05/2015 | 02/2018 |
| Charles Schwab Bank | Sarasota | FL | 02/2018 | 11/2023 |
| J.P. Morgan Securities Llc | Bradenton | FL | 11/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Bradenton | FL | 11/2023 | Present |
| One Sycamore Capital, Llc | Carmel | IN | 03/2021 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-27 |
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