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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-06-21 |
Branch Locations
100 7Th Avenue Suite 100B, Brooklyn, NY 11215-1306 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 10/2013 | 08/2017 |
| E*Trade Securities Llc | New York | NY | 09/2017 | 06/2023 |
| E*Trade Capital Management Llc | New York | NY | 09/2017 | 06/2023 |
| Morgan Stanley | New York | NY | 03/2023 | 06/2023 |
| Charles Schwab & Co., Inc. | Brooklyn | NY | 06/2023 | Present |
| Charles Schwab Bank, Ssb | Brooklyn | NY | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-25 |
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