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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock | Princeton | NJ | 08/2014 | 02/2022 |
| Blackrock Investments, Llc | Princeton | NJ | 09/2014 | 02/2022 |
| Purshe Kaplan Sterling Investments | Red Bank | NJ | 06/2022 | 08/2023 |
| Shorehaven Wealth Partners, Llc | Red Bank | NJ | 03/2021 | 11/2024 |
| Charles Schwab & Co., Inc. | Millburn | NJ | 02/2025 | Present |
| Charles Schwab Bank, Ssb | Millburn | NJ | 02/2025 | Present |
University of Scranton|Investment Related:No|800 Linden St;Scranton;PA;18510;United States|Education|Advisory Board Member for the Kania School of Management|2023-06-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|No Financial Services or investment related responsibilities. Main goal and focus of my job is to help with the college curriculum.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-23 |
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