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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-01-26 |
Branch Locations
600 Old Country Road, Garden City, NY 11530-2045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 06/2015 | 09/2016 |
| Td Ameritrade | Garden City | NY | 01/2017 | 12/2022 |
| Bikram Yoga Carle Place | Carle Place | NY | 11/2016 | 02/2020 |
| Charles Schwab & Co., Inc. | Garden City | NY | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-13 |
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