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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-24 |
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 |
|---|---|---|---|---|
| Merrick Professional Lawn Care | Orlando | FL | 05/2021 | 08/2021 |
| Raymond James Edgewater Family Wealth | Orlando | FL | 05/2022 | 08/2022 |
| Full Time Education | Oviedo | FL | 08/2014 | 05/2020 |
| Full Time Education | Tallahassee | FL | 06/2020 | 05/2022 |
| Full Time Education | Tallahassee | FL | 08/2022 | 05/2024 |
| Charles Schwab & Co., Inc. | Orlando | FL | 06/2024 | Present |
1) Clear Engineering|Investment Related: No|Engineering Services|Team Associate|10/1/2023|Less than 20 hour/month - 0 during trading hours|Consulting with other owners.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-24 |
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