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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-02
  • TX RA
    APPROVED
    Since 2026-04-02

Branch Locations

127 Congress Street Floor 01, Boston, MA 02110-2511 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 02/2023 → 12/2024
    Umass Learning Resource Center
    Amherst, MA
  • 05/2024 → 08/2024
    Brookline Bancorp
    Boston, MA
  • 12/2024 → 05/2025
    Unemployed
    Boston, MA
  • 07/2022 → 08/2023
    Newton Community Education
    Newton, MA
  • 06/2015 → 12/2024
    Full Time Education
    Multiple, MA
  • 05/2022 → 08/2022
    Life Time
    Burlington, MA
  • 05/2025 → 05/2025
    Unemployed
    Lexington, MA
  • 06/2025 → 03/2026
    Corebridge Financial
    Wakefield, MA
  • 03/2026 → Present
    Boston, MA
  • 03/2026 → Present
    Charles Schwab Bank
    Boston, MA
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-18
  • S66 Uniform Combined State Law Examination
    2025-08-18

View on SEC IAPD

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