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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-04-12 |
Branch Locations
300 Atlantic St. Suite 130, Stamford, CT 06901-3514 • 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 |
|---|---|---|---|---|
| Unemployed | Cos Cob | CT | 03/2020 | 08/2020 |
| Tiaa | Stamford | CT | 08/2015 | 03/2020 |
| Matthew Greene | Norwalk | CT | 09/2020 | 08/2021 |
| Northwestern Mutual Investment Services Llc | Norwalk | CT | 09/2020 | 08/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2020 | 08/2021 |
| Td Ameritrade | Stamford | CT | 01/2022 | 12/2022 |
| Unemployed | Cos Cob | CT | 09/2021 | 12/2021 |
| Charles Schwab & Co., Inc. | Stamford | CT | 12/2022 | Present |
| Charles Schwab Bank, Ssb | Stamford | CT | 12/2022 | Present |
1) SOUND BEACH VOLUNTEER FIRE DEPARTMENT. FIREFIGHTER. | Investment Related:No|207 SOUND BEACH AVENUE |OLD GREENWICH|Connecticut|06870|USA|Other|VOLUNTEER FIREFIGHTER|6/4/2015|Less than 20|0.000000|FIREFIGHTING, RESCUE DIVING, TRAINING. I RECEIVE $7.50 PER CALL WHEN I RESPOND. AT MOST 8 CALLS PER MONTH AND DO NOT RESPOND DURING BUSINESS HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-23 |
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