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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-26 |
Branch Locations
1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dairy Queen | Tallahassee | FL | 08/2016 | 08/2017 |
| Capital Seafood | Tallahassee | FL | 08/2017 | 08/2018 |
| Ucf Global | Orlando | FL | 08/2018 | 08/2019 |
| Im Academy | Tarrytown | NY | 08/2019 | 08/2021 |
| Cellular Sales | Orlando | FL | 08/2021 | 09/2023 |
| Kelly Education | Orlando | FL | 04/2023 | 01/2024 |
| Charles Schwab & Co., Inc. | Orlando | FL | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-10 |
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