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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-22 |
| TX | RA | APPROVED_RES | 2020-01-06 |
Branch Locations
1250 Pittsford Victor Rd - Bldg 200 Suite 190, Pittsford, NY 14534-9500 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Pittsford | NY | 01/2015 | Present |
| Charles Schwab Bank, Ssb | Pittsford | NY | 01/2015 | Present |
1) Monroe Community Hospital Foundation | Investment Related:No|435 East Henrietta Rd|Rochester|NY|14620|USA|Healthcare Services|Board Member|6/2/2025|Less than 20|0|3-year term serving as an active board member for the Monroe Community Hospital Foundation. The Foundation supports the mission of the Hospital. Monroe Community Hospital is owned by Monroe County and provides a plethora of health related services. 2) Shnowfun, LLC|Investment Related:No|Real Estate (Non-Agent/Broker)|Member|2026-01-26|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|My wife and I opened an LLC and are in the process of purchasing a rental property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-16 |
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