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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Perrysburg | OH | 08/2025 | 01/2026 |
| Full Time Education | Columbus | OH | 08/2024 | 08/2025 |
| Raymond James | Dublin | OH | 05/2024 | 08/2024 |
| Full Time Education | Columbus | OH | 08/2023 | 05/2024 |
| Magna Aim Systems | Warren | MI | 06/2023 | 08/2023 |
| Full Time Education | Columbus | OH | 08/2022 | 12/2022 |
| Cardinal On-Site Services (Magna Team Systems) | Maumee | OH | 06/2022 | 08/2022 |
| Full Time Education | Columbus | OH | 08/2021 | 05/2022 |
| Wendy's | Perrysburg | OH | 09/2020 | 03/2021 |
| Fedex Ground Package System Inc | Perrysburg | OH | 12/2022 | 12/2022 |
| Full Time Education | Columbus | OH | 12/2022 | 06/2023 |
| Fedex Ground | Perrysburg | OH | 03/2021 | 08/2021 |
| Full Time Education | Pemberville | OH | 08/2011 | 09/2020 |
| Charles Schwab & Co., Inc. | Orlando | FL | 01/2026 | Present |
| Schwab Wealth Advisory Inc | Orlando | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-24 |
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