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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-18 |
Branch Locations
1262 Boylston Street Floor 01, Chestnut Hill, MA 02467-2104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Victaulic Company | Easton | PA | 05/2023 | 08/2023 |
| Captrust | Allentown | PA | 05/2024 | 08/2024 |
| Full Time Education | Nazareth | PA | 07/2015 | 06/2017 |
| Full Time Education | Nazareth | PA | 08/2017 | 06/2021 |
| Full Time Education | Owings Mills | MD | 08/2021 | 05/2023 |
| Full Time Education | Bethlehem | PA | 08/2023 | 05/2025 |
| Charles Schwab & Co., Inc. | Brookline | MA | 07/2025 | Present |
| Unemployed | Bethlehem | PA | 05/2025 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-24 |
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