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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 |
|---|---|---|---|---|
| 24 Hour Fitness | Miami | FL | 04/2022 | 07/2023 |
| Grove Bank & Trust | Miami | FL | 04/2023 | 12/2023 |
| Commercializing And Marketing | Ft. Lauderdale | FL | 05/2022 | 09/2022 |
| Jlm Advisors | Miami | FL | 01/2023 | 04/2023 |
| Full Time Education | Miami | FL | 06/2014 | 06/2017 |
| Full Time Education | Miami | FL | 06/2017 | 06/2021 |
| Full Time Education | Misenheimer | NC | 06/2021 | 12/2021 |
| Full Time Education | Miami | FL | 01/2022 | 04/2022 |
| Full Time Education | Boca Raton | FL | 04/2022 | 03/2024 |
| Charles Schwab & Co., Inc | Orlando | FL | 03/2024 | Present |
| Schwab Wealth Advisory, Inc. | Orlando | FL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-30 |
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