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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-03-11 |
Branch Locations
925 Fourth Avenue 31St & 32Nd Floor, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 12/2013 | 02/2024 |
| United States Marine Corps Reserves | Glendale | AZ | 11/2009 | 11/2019 |
| Charles Schwab Bank | Phoenix | AZ | 05/2019 | 05/2020 |
| Ubs Financial Services, Inc. | Seattle | WA | 03/2024 | Present |
Agent and Beneficial owner of LLC that is used solely for my wife and I's rental property in Chandler, AZ. We hire a property management company so I spend 0 hours per week 'working'. The rental property address is 1597 e ironwood drive Chandler, AZ 85225. Steeno & Hughey Properties LLC, Entity exists solely for limiting liability on my wife and myself - as a passthrough entity for the ownership and management of our rental property.United State, Proprietor / owner, Communicate with property management company hired to facilitate the renting of the property. File required taxes and state/fed LLC regulatory filings each year, start date-10/9/2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-02 |
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