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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-15 |
Branch Locations
50 West Jericho Turnpike, Huntington Station, NY 11746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance | Chicago | IL | 11/2018 | 10/2022 |
| Mml Investors Services, Llc | Chicago | IL | 10/2019 | 10/2022 |
| Unemployed | Granger | IN | 05/2018 | 11/2018 |
| Indiana University | Bloomington | IN | 08/2013 | 05/2018 |
| Corndance Tavern | Mishawaka | IN | 05/2017 | 07/2017 |
| E*Trade Securities Llc | Chicago | IL | 12/2022 | 04/2024 |
| E*Trade Capital Management | Chicago | IL | 12/2022 | 04/2024 |
| Morgan Stanley | Chicago | IL | 04/2023 | 04/2024 |
| Morgan Stanley | Chicago | IL | 09/2023 | 04/2024 |
| Morgan Stanley | Chicago | IL | 09/2023 | 04/2024 |
| N/A | Chicago | IL | 05/2024 | 07/2025 |
| Charles Schwab & Co., Inc. | Huntington Station | NY | 08/2025 | Present |
| Charles Schwab Bank, Ssb | Huntington Station | NY | 08/2025 | Present |
1) MassMutual Illinois / WestPoint Financial Group | Investment Related:No|Insurance|Agent|10/18/2018|Less than 20|0|No responsibilities, passive income/renewal commission from insurance sales made while at MassMutual
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-30 |
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