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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 2025-11-18
  • FL RA
    APPROVED
    Since 2025-11-18

Branch Locations

1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • 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
Ace Hardware Ponte Vedra FL 01/2018 12/2020
Ace Hardware Orlando FL 01/2021 05/2021
Top Golf Orlando FL 06/2021 12/2021
Truist Orlando FL 02/2022 04/2024
Charles Schwab Orlando FL 05/2024 Present
Unemployed Ponte Vedra FL 08/2016 12/2017
  • 01/2018 → 12/2020
    Ace Hardware
    Ponte Vedra, FL
  • 01/2021 → 05/2021
    Ace Hardware
    Orlando, FL
  • 06/2021 → 12/2021
    Top Golf
    Orlando, FL
  • 02/2022 → 04/2024
    Truist
    Orlando, FL
  • 05/2024 → Present
    Charles Schwab
    Orlando, FL
  • 08/2016 → 12/2017
    Unemployed
    Ponte Vedra, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-17
  • S66 Uniform Combined State Law Examination
    2025-11-17

View on SEC IAPD

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