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Brooklyn, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-03-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | New York | NY | 01/2016 | 01/2024 |
| Sylo Planning Llc | Brooklyn | NY | 01/2024 | Present |
(1) Rental property | not investment related | Indianapolis, Indiana | start date 02/12/2020 | Investor Real Estate/Property Management | less than 20 hours per month | none during securities trading hours; (2) Rental property | not investment related | Indianapolis, Indiana | start date 10/12/2020 | Investor Real Estate/Property Management | less than 20 hours per month | none during securities trading hours; (3) 515 LLC | not investment related | McAdoo, Pennsylvania | start date 12/03/2021 | member of LLC providing capital for rental real estate opportunities with a partner | less than 20 hours per month | none during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-02 |
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