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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-09 |
Branch Locations
132 Nassau St Floor 1, Princeton, NJ 08542-7006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Pennington | NJ | 06/2020 | 05/2021 |
| Merrill Lynch | Pennington | NJ | 06/2021 | 12/2022 |
| Merrill Lynch | Pennington | NJ | 01/2023 | 05/2026 |
| Charles Schwab & Co., Inc. | Princeton | NJ | 05/2026 | Present |
| Charles Schwab Bank | Princeton | NJ | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Pennington | NJ | 06/2020 | 12/2022 |
| The Pennsylvania State University | State College | PA | 08/2016 | 05/2020 |
| Nolan Painting | Chalfont | PA | 05/2017 | 08/2018 |
| Hoover Financial Advisors | Malvern | PA | 05/2019 | 08/2019 |
| Light Speed Logistics | Harleysville | PA | 07/2019 | 12/2019 |
| Bank Of America, N.A. | Pennington | NJ | 08/2021 | 12/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-22 |
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