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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-18 |
| NJ | RA | APPROVED | 2024-04-26 |
Branch Locations
1300 Avenue Of The Americas, New York City, NY 10019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Staten Island | NY | 08/2017 | 06/2020 |
| Ubs Financial Services Inc | Weehawken | NJ | 07/2022 | 04/2024 |
| Charles Schwab & Co., Inc | Morristown | NJ | 04/2024 | Present |
| Student | Staten Island | NY | 08/2020 | 07/2022 |
| Charles Schwab Bank Ssb | Morristown | NJ | 04/2024 | Present |
| Ibm | Howell | NJ | 06/2020 | 08/2020 |
| Student | Freehold Township | NJ | 09/2013 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-10 |
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