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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-07 |
| FL | RA | APPROVED | 2025-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 07/2023 | Present |
| Auburn University Football | Auburn | AL | 02/2022 | 05/2023 |
| Chipotle | Ramsey | NJ | 12/2018 | 04/2019 |
| Burger King | Mahwah | NJ | 03/2018 | 07/2019 |
| Full-Time Education | Mahwah | NJ | 07/2013 | 05/2023 |
| Schwab Wealth Advisory, Inc | Orlando | FL | 10/2025 | Present |
1) Doordash | Investment Related:No|Restaurant/Food Services|Delivery driver|7/15/2025|Less than 20|0|Deliver food to customers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-19 |
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