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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-26 |
| TX | RA | APPROVED | 2024-09-23 |
Branch Locations
1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brown And Brown Of Florida, Inc | Tampa | FL | 06/2021 | 08/2021 |
| Brown And Brown Insurance | Daytona Beach | FL | 06/2022 | 08/2022 |
| Unemployed | Riverview | FL | 06/2014 | 06/2021 |
| Unemployed | Riverview | FL | 08/2021 | 06/2022 |
| Unemployed | Riverview | FL | 08/2022 | 06/2023 |
| Charles Schwab & Co., Inc. | Tampa | FL | 06/2023 | 08/2023 |
| Unemployed | Riverview | FL | 08/2023 | 06/2024 |
| Charles Schwab & Co., Inc. | Dallas | TX | 06/2024 | 06/2025 |
| Charles Schwab Bank | Orlando | FL | 06/2025 | Present |
| Charles Schwab & Co., Inc. | Orlando | FL | 06/2025 | 04/2026 |
| Charles Schwab & Co., Inc. | Orlando | FL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-20 |
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