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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-10 |
| NH | RA | APPROVED | 2020-10-22 |
Branch Locations
127 Congress Street Floor 01, Boston, MA 02110-2511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Burlington | MA | 08/2014 | Present |
| Charles Schwab Bank | Burlington | MA | 08/2014 | 08/2020 |
| Charles Schwab Investment Advisory, Inc. | Burlington | MA | 08/2020 | 12/2021 |
| Charles Schwab Bank Ssb | Burlington | MA | 04/2024 | Present |
1) 29-33 Jay Street Unit 31A, LLC| Not Investment Related| Cambridge, MA| Real Estate (Non-Agent/Broker)| Start date 9.14.2021| Co-manager of an LLC for my father as part of his estate planning, whereby I would help manage his income properties for his benefit. No investment related duties at this moment in time. 2) 338 Langley Rd LLC| Not Investment Related| Newton, MA| Real Estate (Non-Agent/Broker) | Start date 9.14.2021| Co-manager of an LLC for my father as part of his estate planning, whereby I would help manage his income properties for his benefit. No investment related duties at this moment in time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-03 |
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