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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-15 |
Branch Locations
200 East 79Th Street, New York City, NY 10075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Cortland | NY | 08/2020 | 05/2024 |
| Charles Schwab | New York | NY | 09/2024 | Present |
| Full Time Education | Yorktown | NY | 08/2015 | 07/2020 |
| Seavent Investment Group (Rethink Capital Partners | White Plains | NY | 12/2021 | 01/2022 |
| Copy & Art | White Plains | NY | 01/2023 | 08/2023 |
| Performance Property Services Llc | Yonkers | NY | 05/2022 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-12 |
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