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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-06-06 |
Branch Locations
75 Fountain Street Suite R1, Providence, RI 02902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Providence | RI | 10/2025 | 05/2026 |
| Charles Schwab & Co., Inc. | Providence | RI | 05/2026 | Present |
| Charles Schwab Bank, Ssb | Providence | RI | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated(7691) | Providence | RI | 06/2018 | 09/2019 |
| Robert Half - Geller And Company | Manhattan | NY | 08/2016 | 09/2016 |
| Robert Half - Jpmorgan Chase & Co. | Brooklyn | NY | 09/2016 | 01/2017 |
| Jpmorgan Chase & Co. | Brooklyn | NY | 01/2017 | 08/2017 |
| Robert Half | San Diego | CA | 01/2018 | 02/2018 |
| Unemployed | San Diego | CA | 08/2017 | 01/2018 |
| Unemployed | Providence | RI | 02/2018 | 06/2018 |
| Bank Of America, N.A. | Providence | RI | 09/2018 | 09/2019 |
| W&R Insurance Agencies | San Diego | CA | 09/2019 | 07/2021 |
| Waddell & Reed, Inc. | West Warwick | RI | 09/2019 | 07/2021 |
| Lpl Financial, Llc | West Warwick | RI | 07/2021 | 02/2024 |
| Diversified Resources, Llc | Warwick | RI | 02/2024 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-21 |
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