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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Panera Bread | Orlando | FL | 10/2014 | 03/2021 |
| Regions Bank | Orlando | FL | 08/2022 | 05/2024 |
| Amazon Flex | Orlando | FL | 03/2020 | 07/2022 |
| Charles Schwab & Co., Inc. | Orlando | FL | 06/2024 | Present |
| Charles Schwab Bank, Ssb | Orlando | FL | 06/2024 | 04/2026 |
| Charles Schwab Trust Bank | Orlando | FL | 06/2024 | 04/2026 |
| Charles Schwab Premier Bank | Orlando | FL | 06/2024 | 04/2026 |
| Schwab Wealth Advisory, Inc. | Orlando | FL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-30 |
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