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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Orlando | FL | 01/2012 | 07/2021 |
| Full Time Education | Orlando | FL | 10/2022 | 10/2022 |
| University Of Central Florida | Orlando | FL | 11/2022 | 05/2024 |
| Oak View Group | Orlando | FL | 08/2021 | 09/2022 |
| Wells Fargo | Winter Park | FL | 05/2024 | 09/2024 |
| Full Time Education | Pembroke Pines | FL | 10/2010 | 05/2024 |
| University Of Central Florida | Orlando | FL | 11/2022 | 05/2024 |
| Oak View Group | Orlando | FL | 08/2021 | 09/2022 |
| Charles Schwab & Co, Inc | Naples | FL | 10/2024 | Present |
| Charles Schwab Bank, Ssb | Naples | FL | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-09 |
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