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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-10 |
| NY | RA | APPROVED | 2026-06-03 |
Branch Locations
1250 Pittsford Victor Rd - Bldg 200 Suite 190, Pittsford, NY 14534-9500 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankonbuffalo | Victor | NY | 10/2025 | 03/2026 |
| Alliance Door And Hardware Inc. | Rochester | NY | 01/2021 | 10/2025 |
| West Herr | Rochester | NY | 06/2023 | 08/2023 |
| Wegmans Food Markets | Webster | NY | 02/2019 | 10/2021 |
| Unemployed | Webster | NY | 04/2016 | 02/2019 |
| Charles Schwab & Co., Inc. | Pittsford | NY | 04/2026 | Present |
| Charles Schwab Bank, Ssb | Pittsford | NY | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-03 |
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