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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-02-13 |
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 |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Sayville | NY | 01/2019 | 11/2019 |
| Unemployed | North Babylon | NY | 03/2018 | 12/2018 |
| Scottrade, Inc. | Huntington Station | NY | 06/2015 | 03/2018 |
| Charles Schwab & Co., Inc. | New York City | NY | 01/2022 | Present |
| Charles Schwab Bank, Ssb | New York City | NY | 01/2022 | Present |
| Td Ameritrade, Inc. | Great Neck | NY | 11/2019 | 01/2021 |
| Suny College Of Technology At Farmingdale | Farmingdale | NY | 08/2020 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-26 |
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