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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-23 |
Branch Locations
77 South Moger Avenue, Mount Kisco, NY 10549 • United States
880 Central Park Avenue, Scarsdale, NY 10583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 03/2015 | 02/2022 |
| Bank Of America, N.A. | New York | NY | 08/2015 | 02/2022 |
| Fidelity Investments | New York | NY | 02/2022 | 11/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 11/2025 |
| Charles Schwab & Co., Inc. | Mount Kisco | NY | 12/2025 | Present |
| Charles Schwab Bank, Ssb | Mount Kisco | NY | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-18 |
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