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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-24 |
| CT | RA | APPROVED | 2025-12-11 |
Branch Locations
26 Church Hill Rd, Newtown, CT 06470 • United States
2500 Westchester Ave Ste 201 [C3-Rbo], Purchase, NY 10577 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Fairfield | CT | 04/2004 | 05/2022 |
| Charles Schwab Bank | Fairfield | CT | 02/2005 | 05/2022 |
| Edward Jones | Fairfield | CT | 05/2022 | 12/2025 |
| Wells Fargo Clearing Services, Llc | Purchase | NY | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-27 |
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