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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 2026-02-27
  • FL RA
    APPROVED
    Since 2026-02-27

Branch Locations

4304 W Boy Scout Blvd., Tampa, FL 33607 • 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
Unemployed N/A FL 12/2023 03/2024
Kings Gambit Events Oviedo FL 10/2022 12/2023
Moes Oviedo FL 05/2022 09/2022
Full Time Education Orlando FL 12/2021 05/2022
Sonnys Bbq Oviedo FL 08/2021 12/2021
Full Time Education Orlando FL 12/2020 08/2021
Pats Liqour Oviedo FL 08/2020 12/2020
Publix Jacksonville FL 03/2020 08/2020
Full Time Education Orlando FL 08/2019 03/2020
Outback Steakhouse Jacksonville FL 02/2019 08/2019
Full Time Education Jacksonville FL 03/2014 03/2019
Charles Schwab & Co., Inc Tampa FL 04/2024 Present
Charles Schwab Bank, Ssb Tampa FL 06/2026 Present
  • 12/2023 → 03/2024
    Unemployed
    N/A, FL
  • 10/2022 → 12/2023
    Kings Gambit Events
    Oviedo, FL
  • 05/2022 → 09/2022
    Moes
    Oviedo, FL
  • 12/2021 → 05/2022
    Full Time Education
    Orlando, FL
  • 08/2021 → 12/2021
    Sonnys Bbq
    Oviedo, FL
  • 12/2020 → 08/2021
    Full Time Education
    Orlando, FL
  • 08/2020 → 12/2020
    Pats Liqour
    Oviedo, FL
  • 03/2020 → 08/2020
    Publix
    Jacksonville, FL
  • 08/2019 → 03/2020
    Full Time Education
    Orlando, FL
  • 02/2019 → 08/2019
    Outback Steakhouse
    Jacksonville, FL
  • 03/2014 → 03/2019
    Full Time Education
    Jacksonville, FL
  • 04/2024 → Present
    Tampa, FL
  • 06/2026 → Present
    Charles Schwab Bank, Ssb
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-23
S63 Uniform Securities Agent State Law Examination 2024-08-28
  • S66 Uniform Combined State Law Examination
    2026-02-23
  • S63 Uniform Securities Agent State Law Examination
    2024-08-28

View on SEC IAPD

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