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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-03-14 |
| NH | RA | APPROVED | 2019-03-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Boston | MA | 08/2015 | 02/2019 |
| Charles Schwab Bank | Boston | MA | 08/2015 | 02/2019 |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 02/2019 | Present |
| Jp Morgan Chase Bank, N.A. | Boston | MA | 02/2019 | Present |
| 602 Boca Ciega Isle Drive, Llc | Saint Pete Beach | FL | 05/2018 | Present |
Entity Name: 602 BOCA CIEGA ISLE DRIVE, LLC Investment related: No Address: Saint Pete Beach, FL Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/15/2018 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Property owned through an LLC with family members. This property does not produce income and is not a rental property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-11 |
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