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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-01-27 |
Branch Locations
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 |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 08/2010 | 10/2017 |
| Santander Bank, Na | Boston | MA | 10/2017 | 01/2019 |
| Santander Securities, Llc | Dorchester | MA | 10/2017 | 01/2019 |
| Td Ameritrade, Inc | Burlington | MA | 01/2019 | 06/2024 |
| Charles Schwab & Co., Inc. | Burlington | MA | 01/2022 | Present |
| Td Ameritrade Investment Management, Llc | Burlington | MA | 01/2019 | 09/2023 |
| Charles Schwab Bank, Ssb | Burlington | MA | 07/2022 | Present |
1) Rental Income|Investment Related: No|22 Hazel Street, Salem, MA, 01970, U.S.|Rental Services (Other than Real Estate)|Owner|1/3/2019|Less than 20 hour/month - 0.000000 during trading hours|I own a two family property and rent out all units., 2) Rental Income|Investment Related: No|351 Bridge Street , Salem, Massachusetts, 1970, USA|Real Estate (Non-Agent/Broker)|Owner/landlord|6/5/2020|Less than 20 hour/month - 0.000000 during trading hours|I own a three family property and rent all three units.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-21 |
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