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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-23 |
Branch Locations
1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
1) Insurance Residuals | Investment Related:No|Insurance|N/A|9/1/2021|Less than 20|0|No responsibilities, the residuals just come in
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-11 |
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