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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Mystic | CT | 03/2021 | Present |
| General Dynamics Electric Boat | Groton | CT | 07/2009 | 03/2021 |
1) Estate & Tax Planning Council of Eastern CT | Investment Related:No|Education|Board Member|6/8/2022|Less than 20|0|Currently my only role is to help increase club membership.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-28 |
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