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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-06 |
Branch Locations
600 Old Country Road, Garden City, NY 11530-2045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Santa Barbara | CA | 08/2015 | 10/2016 |
| New York | NY | 04/2022 | 10/2024 | |
| Groove, A Clari Company | Carpinteria | CA | 12/2020 | 04/2022 |
| Carpinteria | CA | 07/2019 | 12/2020 | |
| Artera (Formerly Well Health) | Santa Barbara | CA | 12/2017 | 07/2019 |
| Procore | Carpinteria | CA | 10/2016 | 11/2017 |
| Charles Schwab & Co, Inc | Garden City | NY | 11/2024 | Present |
| Charles Schwab Bank, Ssb | Garden City | NY | 03/2026 | Present |
1) P.T.F.K. Realty LLC. | Investment Related:No|26 Meryll Pl|Plainview|NY|11803|USA|Real Estate (Non-Agent/Broker)|Partner|3/19/2014|Less than 20|0|I own a commercial building with my brother that is a repair shop for his business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-04 |
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