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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-21 |
Branch Locations
50 West Jericho Turnpike, Huntington Station, NY 11746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rockline Wealth Management Llc | Plainview | NY | 06/2024 | 12/2024 |
| Seton Hall University | South Orange | NJ | 08/2022 | 05/2024 |
| Ameriprise Financial | Massapequa | NY | 06/2022 | 12/2022 |
| Umbertos Family Pizzeria | Massapequa Park | NY | 10/2020 | 12/2022 |
| Full Time Education | South Orange | NJ | 08/2021 | 06/2024 |
| Full Time Education | Massapequa Park | NY | 06/2014 | 08/2020 |
| Charles Schwab & Co., Inc. | Huntington Station | NY | 01/2025 | Present |
| Charles Schwab Bank | Huntington Station | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-09 |
| S65 | Uniform Investment Adviser Law Examination | 2024-07-01 |
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