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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-08 |
| CA | RA | APPROVED | 2018-08-21 |
Branch Locations
438 East El Camino Real, Sunnyvale, CA 94087-1938 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities Llc | Paramus | NJ | 03/2016 | 01/2018 |
| Guardian Life Insurance | Paramus | NJ | 01/2016 | 03/2018 |
| Charles Schwab & Co., Inc. | Sunnyvale | CA | 07/2018 | Present |
| Charles Schwab Bank | Sunnyvale | CA | 07/2018 | Present |
| Unemployed | Oradell | NJ | 03/2018 | 07/2018 |
1) One America | Investment Related:No|52 Forest Ave|Paramus|NJ|07649|USA|Insurance|Residual Income|2/1/2017|Less than 20|0|I became a contracted agent for One America in December of 2017 and placed a LTC / Life policy with One America for a client of mine in about January / February of 2018. I have since terminated my contract with One America and receive residual commissions from this policy. I will receive residual commissions on a monthly basis (as premiums are paid). My first year monthly commissions are about 172$ and after that it drops down to about 30$ a month for the life of the policy.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-13 |
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