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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-11-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cion Securities, Llc | New York | NY | 05/2016 | 06/2018 |
| Central Park Group, Llc | New York | NY | 07/2018 | 11/2021 |
| Foreside Fund Services, Llc | New York | NY | 07/2018 | 11/2021 |
| Blue Owl Securities Llc | New York | NY | 11/2021 | 04/2023 |
| Charles Schwab & Co., Inc. | Millburn | NJ | 08/2024 | Present |
| Charles Schwab Bank | Millburn | NJ | 08/2024 | Present |
| Unemployed | North Caldwell | NJ | 03/2023 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-01 |
| S66 | Uniform Combined State Law Examination | 2015-11-28 |
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