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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-01-09 |
Branch Locations
19 East Elm Street, Greenwich, CT 06830-6518 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greens Farms | Westport | CT | 09/2010 | 06/2017 |
| Unemployed | Westport | CT | 06/2017 | 07/2017 |
| Axa Advisors, Llc | New York | NY | 07/2017 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 07/2017 | 07/2022 |
| Fidelity Investments | Fairfield | CT | 07/2022 | 12/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 12/2025 |
| Charles Schwab & Co., Inc. | Greenwich | CT | 12/2025 | Present |
| Charles Schwab Bank, Ssb | Greenwich | CT | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-26 |
| S65 | Uniform Investment Adviser Law Examination | 1997-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-30 |
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