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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-10-04 |
| TX | RA | APPROVED | 2024-02-06 |
Branch Locations
11 South Main Street, West Hartford, CT 06107 • United States
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 |
|---|---|---|---|---|
| Uber Eats | Gales Ferry | CT | 12/2020 | 08/2023 |
| Educated Investments | Ledyard | CT | 06/2019 | 01/2020 |
| Holmberg Orchards | Gales Ferry | CT | 09/2017 | 08/2020 |
| Unemployed | Gales Ferry | CT | 09/2013 | 08/2017 |
| Clifton Larson Allen | Shelton | CT | 01/2022 | 04/2022 |
| Unemployed | Gales Ferry | CT | 09/2023 | 09/2023 |
| Unemployed | Gales Ferry | CT | 09/2020 | 11/2020 |
| Charles Schwab & Co., Inc. | Hartford | CT | 09/2023 | Present |
| Charles Schwab Bank, Ssb | Hartford | CT | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-05 |
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