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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-26 |
Branch Locations
1900 Northern Blvd Suite E, Manhasset, NY 11030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Servcices, Inc. | Roslyn | NY | 06/1998 | 12/2023 |
| Morgan Stanley | New York | NY | 12/2024 | 08/2025 |
| Douglas Elliman | Manhasset | NY | 05/2024 | 11/2024 |
| Unemployed | Merrick | NY | 01/2024 | 04/2024 |
| Charles Schwab & Co., Inc. | Manhassett | NY | 08/2025 | Present |
| Charles Schwab Bank, Ssb | Manhasset | NY | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-17 |
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