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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-07-05 |
Branch Locations
1250 Pittsford Victor Rd - Bldg 200 Suite 190, Pittsford, NY 14534-9500 • United States
677 Broadway, Albany, NY 12207-2985 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Latham | NY | 08/2014 | 10/2016 |
| Citizens Securities, Inc. | Albany | NY | 10/2016 | 09/2019 |
| Jp Morgan Securities, Llc | Albany | NY | 09/2019 | 06/2022 |
| Jp Morgan Chase Bank, N.A. | Albany | NY | 09/2019 | 06/2022 |
| Charles Schwab & Co., Inc. | Albany | NY | 06/2022 | Present |
| Charles Schwab Bank, Ssb | Albany | NY | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-25 |
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