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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-30 |
Branch Locations
1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seaworld | Orlando | FL | 08/2023 | 10/2023 |
| Wells Fargo | Orlando | FL | 12/2014 | 02/2019 |
| Wells Fargo | Orlando | FL | 02/2019 | 04/2023 |
| Unemployed | Clermont | FL | 04/2023 | 08/2023 |
| Charles Schwab & Co., Inc. | Orlando | FL | 10/2023 | Present |
1) Flying Scissors Salon & Spa|Investment Related: No|260 Citrus Tower Blvd. Suite D, Clermont, Florida, 34711, USA|Personal/Household Services|Front Desk Associate|6/7/2024|Varies hour/month - 0 during trading hours|Assist with inventory and product management, attend networking events, cashiering, customer service and concierge services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-23 |
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