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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Goshen | NY | 06/2013 | 06/2018 |
| Northwestern Mutual Investment Services, Llc. | Poughkeepsie | NY | 11/2023 | 09/2024 |
| Full Time Education | Goshen | NY | 08/2018 | 08/2019 |
| Hudson Valley Sports Complex | Warwick | NY | 12/2019 | 03/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2023 | 09/2024 |
| Fidelity Investments | Rockville | MD | 09/2024 | 08/2025 |
| Unemployed | Campbell Hall | NY | 05/2023 | 06/2023 |
| Northwestern Mutual Wealth Management Company | <Ilwaukee | WI | 03/2024 | 09/2024 |
| Full Time Education | Albany | NY | 08/2019 | 05/2023 |
| Tommy Hilfiger | Central Valley | NY | 06/2018 | 08/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | 09/2025 |
| Charles Schwab & Co., Inc | Reston | VA | 09/2025 | Present |
| Charles Schwab Bank | Reston | VA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-19 |
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