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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-27 |
Branch Locations
1017 N. Collier Blvd. Store #10-14, Marco Island, FL 34145 • United States
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Naples | FL | 10/2023 | 01/2025 |
| Jpmorgan Chase Bank, N.A. | Naples | FL | 10/2023 | 01/2025 |
| Saint J Subaru | Saint Johnsbury | VT | 06/2019 | 08/2019 |
| Voyager Digital | New York | NY | 03/2021 | 10/2023 |
| Caledonian Record | Saint Johnsbury | VT | 06/2018 | 08/2018 |
| Saint J Subaru | Saint Johnsbury | VT | 06/2018 | 08/2018 |
| Unemployed | Newport | VT | 10/2013 | 05/2018 |
| Unemployed | Newport | VT | 09/2018 | 05/2019 |
| Unemployed | Newport | VT | 09/2019 | 02/2021 |
| Unemployed | Newport | VT | 02/2023 | 09/2023 |
| Charles Schwab & Co., Inc. | Marco Island | FL | 01/2025 | Present |
| Charles Schwab Bank, Ssb | Marco Island | FL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-23 |
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