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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities, Llc | Astoria | NY | 02/2015 | 02/2017 |
| J.P. Morgan Chase Bank | Astoria | NY | 02/2015 | 02/2017 |
| Self | New Hyde Park | NY | 09/2015 | 10/2016 |
| Jpmorgan Chase Bank, N.A. | Forest Hills | NY | 02/2017 | 06/2020 |
| Fisher Investments | Plano | TX | 06/2020 | 08/2021 |
| The Vanguard Group, Inc | Scottsdale | AZ | 08/2021 | 07/2024 |
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2024 | Present |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 07/2024 | Present |
1) Morakis Immigration Law PLLC | Investment Related:No|Legal Services|Immigration Law Attorney|11/1/2024|Less than 20|0|Complete Immigration Forms for Clients, 2) George Morakis & Rosa Morakis (Passive Rental income) | Investment Related:No|930 Excalibur Dr.|Lewisville|Texas|75077|U.S.A.|Real Estate (Non-Agent/Broker)|Passive Rental income|7/1/2025|Less than 20|0|Passive Rental income
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-23 |
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