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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-02 |
| CT | RA | APPROVED | 2012-10-26 |
Branch Locations
83 Evergreen Way Suite 220, South Windsor, CT 06074 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | South Windsor | CT | 10/2012 | Present |
| Ebay (Seller) | Manhcester | CT | 01/2011 | Present |
| Illinois Mutual | Peoria | IL | 08/2002 | Present |
1) Illinois Mutual | Investment Related:No|30 SW Adams Street|Peoria|IL|61634|USA|Insurance|Vested agent for trailing commissions|8/1/2002|Less than 20|0|Vested agent for trails only., 2) First Baptist Church Manchester | Investment Related:No|240 Hilltown Rd|Manchester|CT|06040|USA|Other|Personnel Committee Member|9/1/2006|Less than 20|0|I serve in a leadership position as a member of the Personnel Committee. I am involved in making employment and compensation related decisions for church staff as chairperson. I do not make investment decisions, control funds or have check writing privileges. , 3) eBay | Investment Related:No|48 Hollister Street|Manchester|CT|06042|USA|Other|Owner|1/6/2011|Less than 20|0|Sales of keyless remote entry fobs, postage stamp collection and related items, to the extent of liquidation of existing inventory., 4) Baptist Foundation of New England | Investment Related:No|87 Lincoln St|Northborough|MA|01532|USA|Other|Board Member at Large|4/8/2024|Less than 20|0|Serve as a BFNE Board Member. Participate as a voting member in provision of funding for churches and scholarships for religious study.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-04 |
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