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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-05-30 |
| CA | RA | APPROVED | 2023-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Local Break | Eastham | MA | 01/2013 | 03/2018 |
| Jailhouse Tavern/Hog Island Brewery | Orleans | MA | 03/2018 | 02/2021 |
| Barrio Brewing Company Inc | Tucson | AZ | 02/2021 | 08/2021 |
| The Shop | Tucson | AZ | 08/2021 | 08/2022 |
| Take A Chef | Tucson | AZ | 08/2021 | 08/2022 |
| Affinity Wealth Management | Tucson | AZ | 08/2022 | 03/2023 |
| Lpl Financial Llc | Tucson | AZ | 07/2022 | 03/2023 |
| Charles Schwab & Co., Inc. | Tucson | AZ | 03/2023 | Present |
| Charles Schwab Bank, Ssb | Tucson | AZ | 03/2023 | Present |
1) Self Employment | Investment Related:No|Food/Beverage Production|Private Chef|6/15/2022|Less than 20|0|I cook for a family of four every week on Sunday.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-22 |
| S66 | Uniform Combined State Law Examination | 2009-07-03 |
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