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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-03 |
| NY | RA | APPROVED | 2021-04-22 |
Branch Locations
880 Central Park Avenue, Scarsdale, NY 10583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Biltmore International Corporation | Edison | NJ | 08/2016 | 08/2017 |
| Ubs Financial Services Inc | Weehawken | NJ | 08/2017 | 05/2019 |
| Charles Schwab & Co., Inc. | Scarsdale | NY | 05/2019 | Present |
| Charles Schwab Bank | Scarsdale | NY | 05/2019 | Present |
1) Yale Football Association | Investment Related:No|Nonprofit Charitable Organizations|Director|11/18/2021|Less than 20|0|Calling Yale football alumni to raise money for Yale football
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 1985-01-18 |
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