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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-03 |
| FL | RA | APPROVED | 2025-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | Fort Lauderdale | FL | 08/2024 | 09/2024 |
| Nova Southeastern University | Fort Lauderdale | FL | 10/2022 | 05/2024 |
| Longhorn Steakhouse | Pineville | NC | 07/2021 | 08/2021 |
| Northwestern Mutual | Fort Lauderdale | FL | 05/2024 | 08/2024 |
| Bond Consulting Llc | Fernandina Beach | FL | 01/2023 | 05/2024 |
| Unemployed | Miami | FL | 06/2015 | 06/2021 |
| Unemployed | Fort Lauderdale | FL | 08/2021 | 10/2022 |
| Charles Schwab & Co., Inc. | Fort Lauderdale | FL | 10/2024 | Present |
| Charles Schwab Bank, Ssb | Delray Beach | FL | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-03 |
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