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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-30 |
| TX | RA | APPROVED | 2025-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 05/2019 | 03/2025 |
| Usalliance Financial Credit Union | New York | NY | 03/2017 | 05/2019 |
| Cort Furniture | Cambridge | MA | 10/2015 | 01/2017 |
| Charles Schwab & Co., Inc | Orlando | FL | 05/2025 | Present |
| Schwab Wealth Advisory Inc. | Orlando | FL | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-22 |
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