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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-01-16
  • NY RA
    APPROVED
    Since 2026-01-16

Branch Locations

72-19 Austin St Ground Floor, Forest Hills, NY 11375 • 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
Kpmg Philadelphia PA 06/2024 08/2024
Camp Kaylie Wurtsboro NY 07/2021 08/2021
Camp Maimonides Fort Lauderdale FL 06/2017 08/2021
Full Time Education College Park MD 08/2021 05/2025
Full Time Education Boca Raton FL 08/2016 06/2020
Full Time Education Jerusalem 08/2020 06/2021
Unemployed Fort Lauderdale FL 05/2025 10/2025
Charles Schwab & Co., Inc. Garden City NY 10/2025 Present
  • 06/2024 → 08/2024
    Kpmg
    Philadelphia, PA
  • 07/2021 → 08/2021
    Camp Kaylie
    Wurtsboro, NY
  • 06/2017 → 08/2021
    Camp Maimonides
    Fort Lauderdale, FL
  • 08/2021 → 05/2025
    Full Time Education
    College Park, MD
  • 08/2016 → 06/2020
    Full Time Education
    Boca Raton, FL
  • 08/2020 → 06/2021
    Full Time Education
    Jerusalem
  • 05/2025 → 10/2025
    Unemployed
    Fort Lauderdale, FL
  • 10/2025 → Present
    Garden City, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-16
  • S66 Uniform Combined State Law Examination
    2026-01-16

View on SEC IAPD

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