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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-01 |
Branch Locations
125 East State Street Suite 311, Ithaca, NY 14850 • United States
9800 Schwab Way, Lone Tree, CO 80124 • 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 |
|---|---|---|---|---|
| Td Ameritrade, Inc | Smithtown | NY | 08/1998 | 06/2020 |
| Fidelity Investments | Lake Grove | NY | 06/2020 | 03/2021 |
| Fidelity Personal And Workplace Advisors | Kings Park | NY | 08/2020 | 03/2021 |
| J.P. Morgan Chase Bank, N.A. | Huntington Station | NY | 04/2021 | 07/2021 |
| J.P. Morgan Securities Llc | Huntington Station | NY | 04/2021 | 07/2021 |
| Frisch Financial Group, Inc. | Melville | NY | 07/2021 | 07/2026 |
| Charles Schwab & Co., Inc. | Ithaca | NY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-08 |
| S65 | Uniform Investment Adviser Law Examination | 2022-02-22 |
| S66 | Uniform Combined State Law Examination | 2003-07-14 |
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