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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 05/2024 | 12/2025 |
| Bank Of America | Tampa | FL | 01/2023 | 10/2023 |
| Spoor Bunch Franz | Saint Petersburg | FL | 11/2017 | 04/2020 |
| Uber Eats | Saint Petersburg | FL | 01/2018 | 12/2024 |
| Doordash | Saint Petersburg | FL | 01/2018 | 11/2023 |
| Grubhub | Saint Petersburg | FL | 01/2020 | 12/2024 |
| Saint Petersburg College | Saint Petersburg | FL | 01/2017 | 05/2021 |
| University Of South Florida | Tampa | FL | 08/2021 | 12/2023 |
| Spark Drive | Saint Petersburg | FL | 01/2022 | 12/2024 |
| Unemployed | Saint Petersburg | FL | 10/2014 | 12/2016 |
| Northeast High School | Saint Petersburg | FL | 10/2014 | 05/2017 |
| Charles Schwab & Co., Inc | Tampa | FL | 12/2025 | Present |
| Charles Schwab Bank | Tampa | FL | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-31 |
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