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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-10-02 |
Branch Locations
2375 East 116Th Street, Carmel, IN 46032-3281 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cibc Private Wealth Management | Nassau | 10/2022 | 03/2024 | |
| Credit Suisse Ag Nassau Branch Wealth Management | Nassau | 09/2014 | 09/2022 | |
| Unemployed | Chicago | IL | 04/2024 | 07/2025 |
| Charles Schwab & Co., Inc. | Carmel | IN | 08/2025 | Present |
| Charles Schwab Bank, Ssb | Carmel | IN | 08/2025 | Present |
1) Damingo Weir Rental Property | Investment Related:No|West Winds Lot #234 King Fish Road Unit #4|Nassau|N/A|N/A| Bahamas|Real Estate (Non-Agent/Broker)|Landlord|3/8/2024|Less than 20|0|Rental Property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-02 |
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