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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-09-18
  • FL RA
    APPROVED
    Since 2024-09-18

Branch Locations

28200 Us Highway 19 North Suite A, Clearwater, FL 33761-2622 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Clearwater FL 07/2022 Present
Charles Schwab Bank, Ssb Clearwater FL 12/2023 Present
Chipotle Brandon FL 12/2020 08/2021
Cbiz & Mhm Clearwater FL 01/2020 04/2020
Tropical Splash Lauderhill FL 07/2019 06/2021
Eor Rockville MD 05/2022 07/2022
N/A Plantation FL 05/2014 07/2019
N/A Riverview FL 08/2021 05/2022
  • 07/2022 → Present
    Clearwater, FL
  • 12/2023 → Present
    Charles Schwab Bank, Ssb
    Clearwater, FL
  • 12/2020 → 08/2021
    Chipotle
    Brandon, FL
  • 01/2020 → 04/2020
    Cbiz & Mhm
    Clearwater, FL
  • 07/2019 → 06/2021
    Tropical Splash
    Lauderhill, FL
  • 05/2022 → 07/2022
    Eor
    Rockville, MD
  • 05/2014 → 07/2019
    N/A
    Plantation, FL
  • 08/2021 → 05/2022
    N/A
    Riverview, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-17
  • S66 Uniform Combined State Law Examination
    2024-09-17

View on SEC IAPD

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