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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | New York | NY | 08/1997 | 08/2019 |
| Prime Franchise Consulting | Bedford | NY | 08/2019 | 07/2025 |
| Citigroup | New York | NY | 08/1997 | 08/2019 |
| Charles Schwab & Co., Inc. | Mount Kisco | NY | 08/2025 | Present |
| Charles Schwab Bank, Ssb | Mount Kisco | NY | 08/2025 | Present |
1) The Patch Boys | Investment Related:No||Construction - Residential/Commercial/Office|Owner|2019-07-01|Less than 20|0|I own this business, it's part time and i have very little involvement. I am trying to sell it. in the meantime, i have a friend that will run the day to day if there is a job to do., 2) Schooley Mitchell | Investment Related:No||Other|owner|2021-09-01|Less than 20|0|This is passive, one client that pays monthy until contract ends
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-16 |
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