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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-05 |
| FL | RA | APPROVED | 2019-10-29 |
Branch Locations
1414 West Granada Blvd. Suite 1, Ormond Beach, FL 32174 • United States
4853 Town Center Parkway, Jacksonville, FL 32246 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Ormond Beach | FL | 02/2018 | Present |
| Crossroads Of America Boy Scouts Of America | Indianapolis | IN | 10/2017 | 01/2018 |
| Full Time Education - Iupui | Indianapolis | IN | 05/2017 | 10/2017 |
| The Social Of Greenwood | Greenwood | IN | 11/2015 | 05/2017 |
| Charles Schwab Bank | Indianapolis | IN | 05/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-15 |
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