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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-04-24 |
Branch Locations
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 |
|---|---|---|---|---|
| Kestra Investment Services, Llc | Port Jefferson Station | NY | 09/2015 | 06/2017 |
| Santander Bank, N.A. | Williston Park | NY | 06/2017 | 02/2020 |
| Santander Securities, Llc | Williston Park | NY | 06/2017 | 03/2023 |
| Charles Schwab & Co., Inc. | Huntington Station | NY | 03/2023 | Present |
| Coastline Wealth Management | Port Jefferson Station | NY | 08/2015 | 06/2017 |
| Td Ameritrade, Inc. | Lake Grove | NY | 03/2023 | 06/2024 |
| Charles Schwab Bank, Ssb | Huntington Station | NY | 03/2023 | Present |
1) Evelyn G. Carrera and Michael Callari | Investment Related:No|710 West Berwick St|Easton|PA|18042|USA|Real Estate (Non-Agent/Broker)|Co-Owner|6/1/2020|Less than 20|0|receive rent, pay house related expenses, 2) Evelyn G. Carrera and Michael Callari | Investment Related:No|438-440 Adams Street|Pottsville|NY|17901|USA|Real Estate (Non-Agent/Broker)|Co-Owner |1/13/2023|Less than 20|0|receive rent, pay house related expenses, 3) Evelyn Carrera and Michael Callari | Investment Related:No|449 Adams Street|Pottsville|PA|17901|USA|Real Estate (Non-Agent/Broker)|Owner|11/28/2025|Less than 20|0|Owner of a rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-15 |
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