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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-07 |
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 |
|---|---|---|---|---|
| Unemployed | North Andover | MA | 09/2022 | 07/2023 |
| Putnam Investments | Andover | MA | 05/2022 | 09/2022 |
| Mcquade Library | North Andover | MA | 02/2022 | 05/2022 |
| Chipotle Mexican Grill | Denver | CO | 05/2020 | 01/2022 |
| Unemployed | Bedford | MA | 09/2018 | 06/2020 |
| Boston Sports Club | Lynnfield | MA | 05/2018 | 08/2018 |
| Unemployed | Bedford | MA | 08/2013 | 05/2018 |
| Charles Schwab Co., Inc. | Orlando | FL | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-06 |
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