Best Investors Account Sign in
Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-04-25
  • NY RA
    APPROVED
    Since 2026-04-25

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
J.P. Morgan Chase New York NY 02/2025 11/2025
J.P. Morgan Chase Fresh Meadows NY 06/2023 02/2025
Citibank Woodside NY 07/2022 06/2023
Full Time Education Jamaica NY 08/2019 05/2023
Full Time Education East Elmhurst NY 09/2015 06/2019
Charles Schwab & Co., Inc. Forest Hills NY 12/2025 Present
Charles Schwab Bank Forest Hills NY 12/2025 Present
  • 02/2025 → 11/2025
    J.P. Morgan Chase
    New York, NY
  • 06/2023 → 02/2025
    J.P. Morgan Chase
    Fresh Meadows, NY
  • 07/2022 → 06/2023
    Citibank
    Woodside, NY
  • 08/2019 → 05/2023
    Full Time Education
    Jamaica, NY
  • 09/2015 → 06/2019
    Full Time Education
    East Elmhurst, NY
  • 12/2025 → Present
    Forest Hills, NY
  • 12/2025 → Present
    Charles Schwab Bank
    Forest Hills, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-25
  • S66 Uniform Combined State Law Examination
    2026-04-25

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Forest Hills, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor