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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-07-30 |
Branch Locations
4675 Pga Boulevard, Palm Beach Gardens, FL 33418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Securities Corp | Jupiter | FL | 09/2017 | 11/2017 |
| Raymond James | Jupiter | FL | 05/2017 | 08/2017 |
| Dive Bar | Jupiter | FL | 08/2016 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jupiter | FL | 09/2018 | 05/2020 |
| Dive Bar | Jupiter | FL | 10/2017 | 08/2018 |
| Bank Of America, N.A. | Jupiter | FL | 11/2018 | 05/2020 |
| Charles Schwab & Co., Inc. | Palm Beach Gardens | FL | 07/2020 | Present |
| Charles Schwab Bank, Ssb | Palm Beach Gardens | FL | 07/2020 | Present |
1) Rental Property | Investment Related:No|136 Doe Trail|Jupiter|FL|33458|USA|Real Estate (Non-Agent/Broker)|Property Owner|8/1/2022|Less than 20|0|Manage Property Rental
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-30 |
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