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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-08-09 |
Branch Locations
12435 Park Potomac Ave Suite R-3, Potomac, MD 20854 • United States
7401 Wisconsin Ave Suite 100, Bethesda, MD 20814-3400 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Bethesda | MD | 08/2022 | 01/2024 |
| New Day Financial | Fulton | MD | 01/2022 | 07/2022 |
| Army National Guard | Cortlandt Manor | MD | 12/2021 | 08/2022 |
| Full Time Education | Cortland | NY | 08/2019 | 12/2021 |
| Full Time Education | Middletown | NY | 08/2018 | 05/2019 |
| Adelphi Univeristy | Garden City | NY | 08/2017 | 05/2018 |
| John S. Burke Catholic High School | Goshen | NY | 09/2014 | 06/2017 |
| Express Factory Outlet | Middletown | NY | 08/2021 | 09/2021 |
| Gap Distribution Center | Fishkill | NY | 12/2020 | 01/2021 |
| Ameripark | Central Valley | NY | 04/2019 | 03/2020 |
| Tommy Hilfiger | Central Valley | NY | 06/2018 | 12/2019 |
| Teamsters Local 813 | Long Island City | NY | 06/2016 | 08/2017 |
| Fidelity Investments | Rockville | MD | 03/2025 | 07/2025 |
| Fidelity Investments | Rockville | MD | 01/2024 | 07/2025 |
| Charles Schwab & Co., Inc. | Potomac | MD | 07/2025 | Present |
| Charles Schwab Bank, Ssb | Potomac | MD | 07/2025 | Present |
1) Rental Property | Investment Related:No|Real Estate (Non-Agent/Broker)|Owner|1/1/2026|Less than 20|0|My responsibilities are limited to renting a room within my personal residence (condominium). This includes managing the lease arrangement, coordinating with the tenant, collecting rent, and overseeing general upkeep of the space. This activity is conducted solely in a personal capacity and does not involve any financial services, investment advice, or securities-related responsibilities. There is no overlap with my role at the firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-17 |
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