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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-02 |
Branch Locations
127 Congress Street Floor 01, Boston, MA 02110-2511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umass Learning Resource Center | Amherst | MA | 02/2023 | 12/2024 |
| Brookline Bancorp | Boston | MA | 05/2024 | 08/2024 |
| Unemployed | Boston | MA | 12/2024 | 05/2025 |
| Newton Community Education | Newton | MA | 07/2022 | 08/2023 |
| Full Time Education | Multiple | MA | 06/2015 | 12/2024 |
| Life Time | Burlington | MA | 05/2022 | 08/2022 |
| Unemployed | Lexington | MA | 05/2025 | 05/2025 |
| Corebridge Financial | Wakefield | MA | 06/2025 | 03/2026 |
| Charles Schwab & Co., Inc. | Boston | MA | 03/2026 | Present |
| Charles Schwab Bank | Boston | MA | 03/2026 | Present |
1) Rental Property | Investment Related:No|1572 Commonwealth Ave #14|Boston|MA|02135|USA|Real Estate (Non-Agent/Broker)|Real Estate Owner|8/11/2026|Less than 20|0|Owning and managing a one-unit property with a rent-paying tenant.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-18 |
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