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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Southlake | TX | 01/2021 | 07/2022 |
| Unemployed | Old Bridge | NJ | 10/2020 | 01/2021 |
| Td Ameritrade | Paramus | NJ | 02/2020 | 10/2020 |
| Unemployed | Old Birdge | NJ | 12/2019 | 02/2020 |
| Northwestern Mutual | Red Bank | NJ | 06/2019 | 12/2019 |
| Northwestern Mutual | Red Bank | NJ | 06/2019 | 12/2019 |
| Unemployed | Old Bridge | NJ | 05/2018 | 06/2019 |
| Uber & Lyft | New Jersey | NJ | 05/2016 | 05/2020 |
| Kean Univeristy | Union | NJ | 01/2016 | 05/2018 |
| Charles Schwab And Co., Inc. | Southlake | TX | 02/2022 | Present |
1) Uber/Lyft | Investment Related:No|Travel/Transportation/Tourism|Driver|2/12/2025|Less than 20|0|Pick up people from their location and drive them to their desired destination
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-16 |
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