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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-05
FL RA APPROVED 2019-10-29
  • TX RA
    APPROVED_RES
    Since 2026-01-05
  • FL RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 02/2018 → Present
    Ormond Beach, FL
  • 10/2017 → 01/2018
    Crossroads Of America Boy Scouts Of America
    Indianapolis, IN
  • 05/2017 → 10/2017
    Full Time Education - Iupui
    Indianapolis, IN
  • 11/2015 → 05/2017
    The Social Of Greenwood
    Greenwood, IN
  • 05/2019 → Present
    Charles Schwab Bank
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-15
  • S66 Uniform Combined State Law Examination
    2018-10-15

View on SEC IAPD

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