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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-14 |
Branch Locations
2308 Broadway, New York City, NY 10024-4301 • United States
915 Broadway Ground Floor, New York City, NY 10010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc. | New York | NY | 04/2009 | 08/2019 |
| First Allied Advisory Services, Inc | New York | NY | 07/2012 | 08/2019 |
| Premier Wealth Advisors, Llc | New York | NY | 04/2009 | 08/2019 |
| A.G.P. / Alliance Global Partners | New York | NY | 08/2019 | 12/2023 |
| The Prudential Insurance Company Of America | New York | NY | 12/2023 | 02/2026 |
| Pruco Securities Llc | New York | NY | 12/2023 | 11/2024 |
| Lpl Enterprise, Llc | New York | NY | 11/2024 | 02/2026 |
| Charles Schwab & Co., Inc. | New York City | NY | 02/2026 | Present |
| Charles Schwab Bank, Ssb | New York City | NY | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-11 |
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