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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-31 |
| NJ | RA | APPROVED | 2026-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | New York | NY | 01/2021 | 02/2023 |
| Fidelity Investments | Jersey City | NJ | 06/2018 | 01/2021 |
| Bjs Wholesale Club | Middle Village | NY | 04/2020 | 06/2020 |
| Suny Binghamton University | Binghamton | NY | 09/2015 | 06/2018 |
| Fidelity Investments | Rochester | NY | 02/2023 | 05/2024 |
| Deutsche Bank Securities Inc. | New York | NY | 07/2024 | 12/2025 |
| Finra | New York | NY | 04/2024 | 01/2026 |
| Charles Schwab & Co., Inc. | Millburn | NJ | 01/2026 | Present |
| Charles Schwab Bank, Ssb | Millburn | NJ | 01/2026 | Present |
1) Rental Property | Investment Related:No|24332 72nd Ave|Douglaston|NY|11360|USA|Real Estate (Non-Agent/Broker)|Owner/Property Manager|6/23/2026|Less than 20|0|Owner/Property Manager of Rental property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2020-03-14 |
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