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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-08-25 |
Branch Locations
11108 West Broad Street, Glen Allen, VA 23060 • United States
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 |
|---|---|---|---|---|
| Bank Of America | Richmond | VA | 02/2024 | 07/2025 |
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Richmond | VA | 09/2017 | 01/2024 |
| Pnc Investments | Cary | NC | 09/2016 | 09/2017 |
| Pnc Investments | Pittsburgh | PA | 03/2014 | 09/2016 |
| Charles Schwab & Co, Inc | Glen Allen | VA | 07/2025 | Present |
| Charles Schwab Bank, Ssb | Glen Allen | VA | 07/2025 | Present |
1) Ilce Tallarico Rental Property | Investment Related:No|8411 Stonework Dr|Real Estate (Non-Agent/Broker)|Owner|2019-09-30|Less than 20|0|We have a rental property in Raleigh, NC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-05 |
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