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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-08 |
| TX | RA | APPROVED | 2026-04-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Florida | Gainesville | FL | 06/2022 | 01/2024 |
| Southeastern University | Lakeland | FL | 06/2021 | 06/2022 |
| Liberty University | Lynchburg | VA | 08/2017 | 05/2020 |
| Campus Recreation | Lynchburg | VA | 01/2018 | 05/2020 |
| Housing And Residence Life | Lynchburg | VA | 01/2018 | 05/2020 |
| Flower Ave. Inc. | New York | NY | 01/2023 | 01/2024 |
| Unemployed | Tampa | FL | 08/2015 | 08/2017 |
| Unemployed | Tampa | FL | 05/2020 | 06/2021 |
| Kanakuk Kamps | Branson | MO | 05/2017 | 07/2017 |
| Charles Schwab & Co., Inc | Austin | TX | 03/2024 | Present |
| Schwab Wealth Advisory, Inc | Austin | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-08-02 |
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