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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-08-23 |
| FL | RA | APPROVED | 2024-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 03/2020 | 03/2020 |
| Td Ameritrade | Carrollwood | FL | 06/2018 | 08/2019 |
| Metlife | Tampa | FL | 10/2017 | 05/2018 |
| Town Of Brookhaven | Brookhave | NY | 06/2017 | 08/2017 |
| Dicks Sporting Goods | Wesley Chapel | FL | 06/2019 | 08/2019 |
| Cutting Board | Oswego | NY | 01/2017 | 05/2017 |
| College Hunk Hauling Junk | Bohemia | NY | 06/2017 | 08/2017 |
| West Coast Financial Group, Inc | Lutz | FL | 09/2019 | 03/2020 |
| Oswego State University | Oswego | FL | 08/2016 | 05/2017 |
| University Of South Florida | Tampa | FL | 08/2017 | 12/2019 |
| Charles Schwab & Co., Inc. | Charlotte | NC | 05/2021 | Present |
| Sypris Electronics | Tampa | FL | 06/2020 | 09/2020 |
| Mizzen And Main | Tampa | FL | 09/2020 | 03/2021 |
| Cooper's Hawk Winery And Restaurant | Tampa | FL | 02/2021 | 04/2021 |
| Charles Schwab Bank, Ssb | Charlotte | NC | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-01 |
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