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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-09 |
Branch Locations
3485 Ocean Drive, Vero Beach, FL 32963-1667 • United States
4675 Pga Boulevard, Palm Beach Gardens, FL 33418 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colorado Tech University | Colorado Springs | CO | 11/2013 | 12/2016 |
| Self Employed | Brooklyn | NY | 01/2011 | 02/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 08/2016 | 02/2017 |
| Sole Proprietorship | New York | NY | 01/2014 | 12/2016 |
| Td Ameritrade | New York | NY | 02/2017 | 02/2019 |
| Charles Schwab & Co., Inc. | New York City | NY | 02/2019 | 01/2023 |
| Charles Schwab Bank, Ssb | New York City | NY | 02/2019 | 01/2023 |
| Fidelity Investments | Sarasota | FL | 01/2023 | 05/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 05/2025 |
| Charles Schwab Bank, Ssb | Vero Beach | FL | 06/2025 | Present |
| Charles Schwab & Co., Inc. | Vero Beach | FL | 06/2025 | Present |
Threvia Holdings LLC | not investment related | 30 N Gould St. #44779, Sheridan, WY 82801 | Real estate holding LLC | Manager | Start 05/06/2025 | Less than 20 hours/month - 0 during trading hours | none - This is a holding LLC that holds the BluePointe Crest LLC. BluePointe Crest LLC | not investment related | 7901 4th St. N #24660, St. Petersburg, FL 33702 | Real Estate | Manager | Start 05/07/2025 | Less than 20 hours/month - 0 during trading hours | Rental property. A property manager that handles everything for me e.g., collecting rent, handling repairs, etc. I am hands off. I do not make any income off the property currently but may in the future. The income I make goes to the mortgage and HOA fees.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-16 |
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