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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-24
  • FL RA
    APPROVED
    Since 2026-02-24

Branch Locations

909 East Park Avenue Suite D-1, Tallahassee, FL 32301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wcg Inc Colorado Springs CO 01/2022 04/2022
Usaf Offutt Afb NE 05/2014 01/2018
Usaf Camp Humphreys 01/2018 03/2019
Usaf Fort Carson CO 03/2019 02/2020
Full Time Education Colorado Springs CO 01/2020 05/2023
Usaf Reserves Colorado Springs CO 02/2020 02/2024
Firstbank Colorado Springs CO 06/2022 08/2022
Charles Schwab & Co., Inc. Lone Tree CO 07/2023 07/2024
T Rowe Price Colorado Springs CO 07/2024 01/2026
Charles Schwab & Co., Inc. Tallahassee FL 02/2026 Present
Charles Schwab Bank Tallahassee FL 02/2026 Present
  • 01/2022 → 04/2022
    Wcg Inc
    Colorado Springs, CO
  • 05/2014 → 01/2018
    Usaf
    Offutt Afb, NE
  • 01/2018 → 03/2019
    Usaf
    Camp Humphreys
  • 03/2019 → 02/2020
    Usaf
    Fort Carson, CO
  • 01/2020 → 05/2023
    Full Time Education
    Colorado Springs, CO
  • 02/2020 → 02/2024
    Usaf Reserves
    Colorado Springs, CO
  • 06/2022 → 08/2022
    Firstbank
    Colorado Springs, CO
  • 07/2023 → 07/2024
    Lone Tree, CO
  • 07/2024 → 01/2026
    T Rowe Price
    Colorado Springs, CO
  • 02/2026 → Present
    Tallahassee, FL
  • 02/2026 → Present
    Charles Schwab Bank
    Tallahassee, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-08
S63 Uniform Securities Agent State Law Examination 2023-10-18
  • S66 Uniform Combined State Law Examination
    2024-04-08
  • S63 Uniform Securities Agent State Law Examination
    2023-10-18

View on SEC IAPD

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