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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2022-09-22 |
Branch Locations
19266 Coastal Hwy Unit 5, Rehoboth Beach, DE 19971 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metz Capital Management Llc | Lewes | DE | 06/2020 | 10/2021 |
| Big Oyster Brewery | Lewes | DE | 06/2018 | 07/2018 |
| Big Oyster Brewery | Lewes | DE | 06/2019 | 08/2019 |
| El Jefe Gordo | Rehoboth Beach | DE | 07/2018 | 08/2018 |
| Volunteer Income Tax Assistance (Vita) | Wilmington | DE | 03/2018 | 04/2018 |
| Claws Seafood House | Rehoboth Beach | DE | 06/2017 | 08/2017 |
| Unemployed | Milton | DE | 12/2019 | 05/2020 |
| Extended Travel - Visited Several European Countries | Multiple European Cities | 09/2019 | 11/2019 | |
| University Of Delaware | Newark | DE | 08/2015 | 05/2019 |
| Charles Schwab & Co., Inc. | Rehoboth Beach | DE | 03/2022 | Present |
| Unemployed | Milton | DE | 11/2021 | 02/2022 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-12-08 |
| S65 | Uniform Investment Adviser Law Examination | 2021-06-16 |
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