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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Providence | RI | 03/2020 | 08/2021 |
| Nations Lending | Cranston | RI | 09/2019 | 03/2020 |
| Atlantic Home Loans | East Greenwich | RI | 07/2019 | 08/2019 |
| Bank Of America | North Kingstown | RI | 12/2017 | 07/2019 |
| Coastway Bank Now Harbour One Bank | East Greenwich | RI | 11/2016 | 12/2017 |
| Bistro 9 Resturant And Golf Course | East Greenwich | RI | 09/2016 | 10/2016 |
| Guaranteed Rate Affinity | Providence | RI | 09/2021 | 03/2022 |
| Fidelity Investments | Smithfield | RI | 03/2022 | 09/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Vero Beach | FL | 09/2024 | 05/2026 |
| Bank Of America, N.A. | Vero Beach | FL | 11/2024 | 05/2026 |
| Charles Schwab & Co., Inc. | Vero Beach | FL | 06/2026 | Present |
| Charles Schwab Bank, Ssb | Vero Beach | FL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-15 |
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