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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-04-26 |
Branch Locations
300 Atlantic St. Suite 130, Stamford, CT 06901-3514 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Westport | CT | 11/2021 | 04/2025 |
| Value Electronics | Scarsdale | NY | 06/2021 | 11/2021 |
| Hans Olrik | Brooklyn | NY | 06/2017 | 06/2021 |
| Av Workshop | New York City | NY | 09/2018 | 08/2020 |
| Connecticut College | New London | CT | 11/2016 | 05/2018 |
| Full Time Education | New London | CT | 08/2014 | 05/2018 |
| Charles Schwab & Co., Inc. | Stamford | CT | 04/2025 | Present |
| Charles Schwab Bank | Stamford | CT | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-14 |
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