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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-04-24 |
Branch Locations
75 Fountain Street Suite R1, Providence, RI 02902 • United States
3000 Schwab Way, Westlake, TX 76262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Longfellow Health Clubs | Natick | MA | 06/2021 | 01/2026 |
| The Club At New Seabury | Mashpee | MA | 05/2024 | Present |
| Metrowest Catering | Weston | MA | 01/2015 | Present |
| Pauline's Catering And Staffing | Wayland | MA | 01/2015 | Present |
| Popponesset Inn At | Mashpee | MA | 05/2023 | 09/2023 |
| Boston College: First Year Experience | Chestnut Hill | MA | 01/2023 | 01/2025 |
| Carney's Dining Room | Boston | MA | 03/2024 | 05/2025 |
| Marc Roos Realty | Boston | MA | 05/2024 | 07/2024 |
| Level99 Entertainment | Natick | MA | 06/2021 | 08/2021 |
| Sweetgreen | Wellesley | MA | 06/2020 | 08/2020 |
| Dick'S Sporting Goods | Natick | MA | 06/2019 | 08/2019 |
| Charles Schwab & Co., Inc. | Providence | RI | 01/2026 | Present |
1) Pauline's Catering and Staffing | Investment Related:No|310 Commonwealth Rd|Restaurant/Food Services|Server/bartender|2015-01-13|Less than 20|0|Mom's catering business. Assist with social events for 20-200 guests by supporting setup and service, helping ensure guests are well cared for and have a memorable experience., 2) Metrowest Catering | Investment Related:No|100 Brown St|Restaurant/Food Services|Server/bartender|2015-01-13|Less than 20|0|Dad's catering business. Assist with social events for 20-200 guests by supporting setup and service, helping ensure guests are well cared for and have a memorable experience. , 3) The Club at New Seabury | Investment Related:No|95 Shore Dr W|Restaurant/Food Services|Catering Assistant||Less than 20|0|Support operations and logistics for special events with 40-250 guests, making sure they run smoothly and guests enjoy their time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-24 |
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