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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joseph Gunnar & Co., Llc | Melville | NY | 08/2016 | 12/2021 |
| Titan Security | Islandia | NY | 06/2020 | 02/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 01/2022 | 05/2026 |
| Bank Of America, N.A. | Chandler | AZ | 04/2022 | 05/2026 |
| Allied Universal Security Services | Syosset | NY | 10/2020 | 04/2022 |
| Charles Schwab & Co.,Inc | Eugene | OR | 07/2026 | Present |
| Charles Schwab Bank | Eugene | OR | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-23 |
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