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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Orlando | FL | 09/2020 | 08/2022 |
| Raymond James Financial Services, Inc. | Grand Rapids | MI | 04/2018 | 08/2019 |
| Amway | Ada | MI | 09/2017 | 04/2018 |
| The Walt Disney World | Orlando | FL | 02/2017 | 06/2017 |
| Soho Urban Food | Lille | 10/2016 | 01/2017 | |
| The Uniform Superstore | Houston | TX | 06/2016 | 09/2016 |
| Estice International Business School | Lille | 09/2013 | 06/2017 | |
| Unemployed | Grand Rapids | MI | 07/2017 | 09/2017 |
| Raymond James Financial Services Advisors, Inc. | Orlando | FL | 09/2020 | 08/2022 |
| Raymond James Financial Services, Inc. | Grand Rapids | MI | 12/2018 | 08/2019 |
| Raymond James Financial Services / Keiron Partners | Orlando | FL | 09/2019 | 09/2020 |
| Rehmann | Bonita Springs | FL | 08/2022 | 11/2025 |
| Schwab Wealth Advisory, Inc | Orlando | FL | 11/2025 | Present |
| Charles Schwab & Co, Inc | Orlando | FL | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-17 |
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