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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Community Recreation Association | Lancaster | MA | 06/2021 | 09/2021 |
| Great Road Farm And Garden | Littleton | MA | 04/2020 | 09/2020 |
| Bar25 | Ayer | MA | 10/2021 | 08/2022 |
| Kenneth Vona Consruction Co Inc | Natick | MA | 12/2022 | 02/2023 |
| O'MAlley Stark Detailing | Groton | MA | 06/2023 | 09/2023 |
| Full Time Education | Groton | MA | 04/2016 | 03/2020 |
| Full Time Education | Lowell | MA | 10/2020 | 06/2022 |
| Full Time Education | Amherst | MA | 08/2022 | 04/2024 |
| Charles Schwab & Co., Inc. | Cambridge | MA | 01/2025 | Present |
| Unemployed | Cornish | NH | 05/2024 | 12/2024 |
| Charles Schwab Bank, Ssb | Cambridge | MA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-26 |
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