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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-29 |
Branch Locations
1995 University Ave Suite 100, Berkeley, CA 94704-1049 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 09/2024 | 08/2025 |
| Full Time Education | Philadelphia | PA | 09/2018 | 06/2022 |
| Full Time Education | West Chester | PA | 08/2022 | 07/2023 |
| Mccall Golf Club | Upper Darby | PA | 04/2017 | 09/2018 |
| Carlino's Market | Ardmore | PA | 05/2019 | 09/2019 |
| Drexel University | Philadelphia | PA | 09/2018 | 03/2021 |
| Drexel University | Philadelphia | PA | 03/2021 | 08/2021 |
| Full Time Education | Rome | 08/2021 | 12/2021 | |
| Drexel University | Philadelphia | PA | 01/2022 | 06/2022 |
| West Chester University Of Pennsylvania | West Chester | PA | 06/2022 | 05/2024 |
| Wawa Inc. | Bryn Mawr | PA | 09/2023 | 08/2024 |
| Villanova University | Villanova | PA | 08/2024 | 09/2024 |
| Self-Employed | Ardmore | PA | 11/2020 | 01/2021 |
| Full Time Education | Radnor | PA | 09/2014 | 06/2018 |
| Full Time Education | Ardmore | PA | 07/2023 | 05/2024 |
| Charles Schwab & Co, Inc | Berkeley | CA | 08/2025 | Present |
| Charles Schwab Bank, Ssb | Berkeley | CA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-14 |
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