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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-01 |
| LA | RA | APPROVED | 2026-04-01 |
| TX | RA | APPROVED | 2026-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Winter Park | FL | 12/2022 | 12/2023 |
| Trustco Bank | Winter Park | FL | 04/2022 | 12/2022 |
| Homeland Vynil Products | Winter Park | FL | 08/2016 | 04/2022 |
| 7-11 | Orlando | FL | 01/2016 | 01/2017 |
| Charles Schwab & Co., Inc. | Orlando | FL | 12/2023 | Present |
| Schwab Wealth Advisory. Inc | Orlando | FL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-15 |
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