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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-03-28 |
Branch Locations
388 Greenwich Street, New York, NY 10013 • United States
Brooklyn, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Miami | FL | 09/2016 | 03/2023 |
| Newport Group | Heathrow | FL | 07/2014 | 09/2016 |
| Charles Schwab Bank, Ssb | Miami | FL | 05/2021 | 03/2023 |
| Citigroup | New York | NY | 03/2023 | Present |
GymExecutive LLC; Not Investment-related; Nature: E-commerce business; Registered in Wyoming -- Most members in Miami, FL.; Started: 1/4/2021; Title: Member; Duties: Working with the other members to help grow the business. Involving in cash investment as well as help; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. /////
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-29 |
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