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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-13 |
| FL | RA | APPROVED | 2025-10-17 |
Branch Locations
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
1991 Summit Park Drive, Orlando, FL 32810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Earned Wealth | Walnut Creek | CA | 09/2023 | 12/2023 |
| Watson Realty Corp. | Champions Gate | FL | 03/2022 | 01/2025 |
| Aldi | Haines City | FL | 08/2017 | 07/2021 |
| Amazon | Ruskin | FL | 03/2017 | 05/2017 |
| Unemployed | Champions Gate | FL | 07/2021 | 02/2022 |
| Target | Lake Park | FL | 08/2016 | 01/2017 |
| Home Depot | Lake Park | FL | 01/2017 | 03/2017 |
| Equitable Advisors, Llc. | Orlando | FL | 06/2024 | 07/2024 |
| The Lifewealth Group | Winter Garden | FL | 07/2024 | 09/2025 |
| Ae Wealth Management | Topeka | KS | 07/2024 | 05/2025 |
| Madison Avenue Securities | San Diego | CA | 07/2024 | 09/2025 |
| Unemployed | Tampa | FL | 06/2017 | 07/2017 |
| Charles Schwab & Co., Inc. | Maitland | FL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-17 |
| S65 | Uniform Investment Adviser Law Examination | 2023-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-26 |
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