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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-05 |
| FL | RA | APPROVED | 2025-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Corporate Services | Weehawken | NJ | 06/2014 | 06/2018 |
| New York Life Insurance Co. | White Plains | NY | 09/2018 | 07/2019 |
| Nylife Securities, Llc | White Plains | NY | 09/2018 | 07/2019 |
| New York Life | White Plains | NY | 07/2019 | 01/2022 |
| Morgan Stanley | Purchase | NY | 02/2022 | 08/2023 |
| Rm Investment Strategies, Llc | Sarasota | FL | 01/2024 | 05/2024 |
| Unemployed | Edison | NJ | 10/2023 | 02/2024 |
| Severin Investments, Llc | Clearwater | FL | 06/2022 | 08/2024 |
| Cambridge Corporate Services | Weehawken | NJ | 08/2024 | 03/2025 |
| Charles Schwab & Co., Inc. | Orlando | FL | 03/2025 | Present |
| Charles Schwab Bank, Ssb | Orlando | FL | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-11 |
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