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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2022-05-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc | Medford | MA | 09/2019 | 09/2020 |
| Citizens Securities, Inc. | Medford | MA | 06/2019 | 09/2019 |
| Suffolk University | Boston | MA | 09/2015 | 05/2019 |
| R&A Industries Inc. | Medford | MA | 06/2010 | 04/2018 |
| Peapod By Stop And Shop | North Reading | MA | 05/2014 | 10/2016 |
| Citizens Bank | Medford | MA | 04/2017 | 04/2018 |
| Lincoln Financial Group (Raskin Planning) | Boston | MA | 03/2018 | 03/2019 |
| R&A Industries Inc. | Medford | MA | 04/2019 | Present |
| Citizens Securities, Inc | Medford | MA | 09/2020 | 07/2021 |
| Citizens Securities, Inc. | Medford | MA | 07/2021 | 04/2022 |
| Charles Schwab & Co., Inc. | Burlington | MA | 04/2022 | Present |
| Charles Schwab Bank, Ssb | Burlington | MA | 04/2022 | Present |
1) R&A Industries Inc.|Investment Related: No|47 Hall Street, Medford, MA, 02155, USA|Hydraulic Hose and Fitting Assembly and Distribution|Office Manager|7/1/2011|Less than 20 hour/month - 0 during trading hours|Manage various office related and clerical tasks such as accounts receivable/payable, client communications, and general customer service. , 2) Rental Property Income|Investment Related: No|14-16 Pondover Road, Billerica, MA, 01821, United States|Real Estate (Non-Agent/Broker)|Landlord/Owner|4/24/2024|Less than 20 hour/month - 0 during trading hours|This is a 2-family residential property in which I receive rental income from. My responsibilities include general upkeep and maintenance of the property and responding to tenant issues/requests.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-12 |
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