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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2025-10-29

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Equitable Advisors, Llc	New York	NY	07/2020	04/2023
Bentley University	Waltham	MA	08/2017	03/2020
Bridge Energy Services, Llc	Woburn	MA	01/2019	08/2019
Glenbrooke Swim & Tennis Club/Glenbrooke Outdoor Sports Center	East Hartford	CT	06/2017	08/2017
Charles River Diving	Waltham	MA	01/2019	02/2020
Bentley University	Waltham	MA	08/2016	05/2020
Unemployed	Allston	MA	06/2020	06/2020
Equitable Financial Life Insurance Co	New York	NY	07/2020	04/2023
J.P. Morgan Securities Llc	Atlanta	GA	06/2023	10/2025
Jpmorgan Chase Bank, N.A.	Atlanta	GA	06/2023	10/2025
Unemployed	Allston	MA	05/2023	05/2023
Charles Schwab & Co., Inc	Atlanta	GA	10/2025	Present
Schwab Wealth Advisory, Inc	Atlanta	GA	10/2025	Present

07/2020 → 04/2023

Equitable Advisors, Llc

New York, NY
08/2017 → 03/2020

Bentley University

Waltham, MA
01/2019 → 08/2019

Bridge Energy Services, Llc

Woburn, MA
06/2017 → 08/2017

Glenbrooke Swim & Tennis Club/Glenbrooke Outdoor Sports Center

East Hartford, CT
01/2019 → 02/2020

Charles River Diving

Waltham, MA
08/2016 → 05/2020

Bentley University

Waltham, MA
06/2020 → 06/2020

Unemployed

Allston, MA
07/2020 → 04/2023

Equitable Financial Life Insurance Co

New York, NY
06/2023 → 10/2025

J.P. Morgan Securities Llc

Atlanta, GA
06/2023 → 10/2025

Jpmorgan Chase Bank, N.A.

Atlanta, GA
05/2023 → 05/2023

Unemployed

Allston, MA
10/2025 → Present

Charles Schwab & Co., Inc

Atlanta, GA
10/2025 → Present

Schwab Wealth Advisory, Inc

Atlanta, GA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-11-13

Other Firms