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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2022-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kachel Motor Co. Inc. | Lawrence | MA | 03/2010 | 12/2016 |
| Fidelity Brokerage Services Llc. | Merrimack | NH | 12/2016 | 11/2022 |
| Berkshire Hathaway Home Services, Verani Realty | Londonderry | NH | 07/2016 | 12/2016 |
| Charles Schwab & Co., Inc. | Nashua | NH | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-14 |
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