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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-23 |
Branch Locations
8118 Transit Road, Amherst, NY 14221 • United States
1250 Pittsford Victor Rd - Bldg 200 Suite 190, Pittsford, NY 14534-9500 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Bank | Buffalo | NY | 11/2022 | 10/2024 |
| Full Time Education | Boston | MA | 08/2021 | 05/2022 |
| Full Time Education | Niagara University | NY | 08/2017 | 05/2021 |
| Gh Bass | Niagara Falls | NY | 10/2015 | 08/2017 |
| Ann Taylor Loft | Niagara Falls | NY | 05/2021 | 08/2021 |
| J. Crew | Niagara Falls | NY | 06/2022 | 10/2022 |
| Charles Schwab & Co., Inc. | Amherst | NY | 10/2024 | Present |
| Charles Schwab Bank, Ssb | Amherst | NY | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-23 |
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