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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-22 |
| NJ | RA | APPROVED | 2018-12-27 |
Branch Locations
610 Commons Way Suite 4340, Bridgewater, NJ 08807 • United States
50 West Jericho Turnpike, Huntington Station, NY 11746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Garden City | NY | 07/2002 | Present |
| Charles Schwab Bank Ssb | Garden City | NY | 06/2005 | Present |
| Td Ameritrade, Inc. | Huntington Station | NJ | 02/2022 | 06/2024 |
1) Prestige Electrical Inspections | Investment Related:No|Other|Board member|3/1/2026|Less than 20|0|Oversee the organization's performance and assure accountability. Anticipate challenges and opportunities affecting the organization's future. Ensure adherence to laws, regulations, and internal policies. Attend and actively participate in board and committee meetings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-24 |
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