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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Education | Astoria | NY | 12/2014 | 05/2021 |
| Jersey Mike's Subs | Portland | OR | 06/2021 | 11/2024 |
| Nw Event Management Group | Hillsboro | OR | 12/2023 | 12/2024 |
| Tarascio Financial Planning | Scottsdale | AZ | 03/2024 | 07/2024 |
| Portland Catering Company | Portland | OR | 03/2024 | 12/2024 |
| Charles Schwab & Co., Inc. | Naples | FL | 01/2025 | Present |
| Charles Schwab Bank, Ssb | Naples | FL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-23 |
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