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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 |
|---|---|---|---|---|
| Sport Center 481 | East Syracuse | NY | 08/2019 | 05/2023 |
| Early Education And Child Care Center | Syracuse | NY | 11/2023 | 05/2025 |
| The York | Syracuse | NY | 01/2025 | 02/2025 |
| Jen And Kerries Ice Cream | Jamesville | NY | 07/2022 | 12/2025 |
| Syracuse University | Syracuse | NY | 08/2022 | 06/2025 |
| Jamesville Dewitt High School | Dewitt | NY | 09/2018 | 06/2022 |
| Jamesville Dewitt Middle School | Dewitt | NY | 09/2015 | 06/2018 |
| Unemployed | Jamesville | NY | 07/2018 | 08/2018 |
| Equitable Advisors, Llc. | New York | NY | 12/2025 | 01/2026 |
| Charles Schwab & Co, Inc | Boston | MA | 03/2026 | Present |
| Charles Schwab Bank, Ssb | Boston | MA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-01 |
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