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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-03 |
| NE | RA | APPROVED | 2026-02-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Orlando | FL | 12/2013 | 06/2017 |
| Unemployed | Jonesboro | AR | 06/2017 | 10/2019 |
| Unemployed | Myrtle Beach | SC | 10/2019 | 03/2020 |
| J Peters Bar & Grille | Myrtle Beach | SC | 03/2020 | 08/2020 |
| Walmart | Myrtle Beach | SC | 05/2020 | 05/2020 |
| Outback Steakhouse | Tampa | FL | 07/2020 | 08/2020 |
| I9 Sports | Tampa | FL | 08/2020 | 10/2020 |
| Unemployed | Tampa | FL | 10/2020 | 01/2021 |
| Busch Gardens | Tampa | FL | 01/2021 | 04/2021 |
| Publix | Tampa | FL | 02/2021 | 02/2021 |
| Jimmy John's | Tampa | FL | 04/2021 | 04/2021 |
| Full-Time Education | Tallahassee | FL | 08/2021 | 12/2021 |
| Instacart | San Francisco | CA | 05/2021 | 12/2023 |
| Rick's Electrical, Inc. | Lutz | FL | 12/2021 | 01/2022 |
| Menzies Aviation | Tampa | FL | 01/2022 | 05/2022 |
| Unemployed | Tampa | FL | 05/2022 | 06/2022 |
| United States Navy | Pensacola | FL | 06/2022 | 03/2023 |
| Momentum Solar | Tampa | FL | 03/2023 | 03/2023 |
| Unemployed | Tampa | FL | 03/2023 | 04/2023 |
| Residential Maintenance Solutions | Estero | FL | 04/2023 | 07/2023 |
| Fort Knox Fire & Communications | Tampa | FL | 07/2023 | 10/2023 |
| Unemployed | Cape Coral | FL | 10/2023 | 12/2023 |
| Charles Schwab & Co., Inc. | Tampa | FL | 12/2023 | Present |
| Charles Schwab Bank | Tampa | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-09 |
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