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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Together Health | Lake Mary | FL | 06/2021 | 03/2022 |
| Qkly Staffing | Winter Park | FL | 03/2022 | 10/2023 |
| Transformco | Lake Mary | FL | 07/2015 | 06/2021 |
| Charles Schwab & Co., Inc. | Orlando | FL | 12/2023 | Present |
| Schwab Wealth Advisory, Inc. | Orlando | FL | 04/2026 | Present |
1) turo|Investment Related: No|Rental Services (Other than Real Estate)|owner|10/21/2023|Less than 20 hour/month - 0 during trading hours|i have a Turo business, I rent my second car through the app. i schedule my clients pick up and drop off logistics, clients pick up and drop off my vehicle from my home and it doesn't require more than 4 hours a month to run and about $30 dollars a month in expenses so far
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-17 |
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