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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-03 |
| FL | RA | APPROVED | 2025-05-28 |
Branch Locations
500 East Broward Blvd Suite 101, Fort Lauderdale, FL 33394 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maxim Group | Woodbury | NY | 05/2018 | 03/2022 |
| State University Of New York At Stony Brook | Stony Brook | NY | 08/2013 | 05/2018 |
| Paulson Investment Company, Llc | St. Petersberg | FL | 04/2022 | 05/2025 |
| Paulson Investment Advisors Llc | St. Petersburg | FL | 08/2024 | 01/2025 |
| Charles Schwab & Co., Inc | Fort Lauderdale | FL | 05/2025 | Present |
| Charles Schwab Bank Ssb | Fort Lauderdale | FL | 05/2025 | Present |
| Catering By Gala Event Nyc Ltd | Melville | NY | 04/2016 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-24 |
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