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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-24 |
Branch Locations
909 East Park Avenue Suite D-1, Tallahassee, FL 32301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-18 |
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