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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-03-05 |
Branch Locations
75 Fountain Street Suite R1, Providence, RI 02902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Fairfield | CT | 09/2015 | 05/2019 |
| Oriental Bank | San Juan | PR | 08/2019 | 10/2020 |
| Ameriprise Financial Services, Llc | Cranston | RI | 10/2020 | 04/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Providence | RI | 05/2023 | 01/2025 |
| Bank Of America, N.A. | Providence | RI | 06/2023 | 01/2025 |
| Charles Schwab | Westlake | TX | 02/2025 | Present |
| Sodexo | Fairfield | CT | 10/2017 | 07/2019 |
| South Business Solutions | Santiago | 09/2018 | 11/2018 | |
| Charles Schwab Bank Ssb | Providence | RI | 01/2025 | Present |
1) The Puerto Rican Professional Assocation of RI|Investment Related: No|P.O. Box 40653, Providence, Rhode Island, 02940, United States|Nonprofit Charitable Organizations|President|10/31/2023|Less than 20 hour/month - 0 during trading hours|Oversees the operations of the organization to make sure we are fulfilling the goal of the non-profit.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-09 |
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