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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-07-29 |
Branch Locations
880 Central Park Avenue, Scarsdale, NY 10583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 05/2017 | 02/2018 |
| Gap | White Plains | NY | 10/2014 | 05/2017 |
| Northwestern Mutual | White Plains | NY | 03/2016 | 12/2016 |
| Fernando J. Rodriguez Cpa, P.C. | White Plains | NY | 01/2017 | 04/2017 |
| The College Of Westchester | White Plains | NY | 04/2014 | 04/2017 |
| Jpmorgan Chase Bank, N.A | White Plains | NY | 03/2018 | 07/2020 |
| J.P. Morgan Securities, Llc | White Plains | NY | 03/2018 | 07/2020 |
| Edward Jones | St. Louis | MO | 09/2017 | 02/2018 |
| Edward Jones | Bronx | NY | 05/2017 | 08/2017 |
| E*Trade Securities Llc | Scarsdale | NY | 07/2020 | 01/2021 |
| E*Trade Capital Management Llc | Scarsdale | NY | 07/2020 | 01/2021 |
| E*Trade Securities Llc | Purchase | NY | 01/2021 | 08/2021 |
| E*Trade Capital Management Llc | Purchase | NY | 01/2021 | 08/2021 |
| E*Trade Securities Llc | Purchase | NY | 08/2021 | 05/2023 |
| E*Trade Capital Management Llc | Purchase | NY | 08/2021 | 05/2023 |
| Morgan Stanley | Purchase | NY | 03/2023 | 09/2023 |
| Morgan Stanley | Purchase | NY | 09/2023 | 01/2024 |
| Charles Schwab & Co. Inc | Mount Kisco | NY | 07/2024 | Present |
| Charles Schwab Bank, Ssb | Mount Kisco | NY | 07/2024 | Present |
| N/A | Scarsdale | NY | 01/2024 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-26 |
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