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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 2025-06-23
  • FL RA
    APPROVED
    Since 2025-06-23

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
Family First Life Cedar Park TX 08/2021 06/2024
American Income Life Farmers Branch TX 06/2018 08/2022
Holiday Inn Club Vacation Kissimmee FL 01/2017 06/2018
Wyndham Orlando FL 01/2014 12/2016
Charles Schwab & Co., Inc. Orlando FL 06/2024 Present
Charles Schwab Bank Ssb Orlando FL 05/2025 Present
  • 08/2021 → 06/2024
    Family First Life
    Cedar Park, TX
  • 06/2018 → 08/2022
    American Income Life
    Farmers Branch, TX
  • 01/2017 → 06/2018
    Holiday Inn Club Vacation
    Kissimmee, FL
  • 01/2014 → 12/2016
    Wyndham
    Orlando, FL
  • 06/2024 → Present
    Orlando, FL
  • 05/2025 → Present
    Charles Schwab Bank Ssb
    Orlando, FL
Other Businesses

1) Insurance Residuals | Investment Related:No|Insurance|N/A|9/1/2021|Less than 20|0|No responsibilities, the residuals just come in

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-11
  • S66 Uniform Combined State Law Examination
    2024-12-11

View on SEC IAPD

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