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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-08-05 |
| TX | RA | APPROVED | 2026-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Optima Aquatics | Andover | MA | 08/2013 | Present |
| Fidelity Investments | Merrimack | NH | 09/2020 | 03/2025 |
| Fidelity Investments | Nashua | NH | 03/2025 | 05/2026 |
| Charles Schwab & Co., Inc. | Burlington | MA | 06/2026 | Present |
| Charles Schwab Bank | Burlington | MA | 06/2026 | Present |
1) Optima Aquatics | Investment Related:No||Sports/Physical Recreation|Head Coach|2013-08-01|Less than 20|0|Head coach of a youth artistic swimming club. Responsibilities include coaching athletes, developing training plans and routines, supervising assistant coaches, communicating with parents, managing operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-18 |
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