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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-26 |
Branch Locations
600 Old Country Road, Garden City, NY 11530-2045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Montes Pizzeria | Smithtown | NY | 06/2015 | 08/2017 |
| N/A | Oswego | NY | 08/2017 | 05/2018 |
| Liberty Moving And Storage | Stony Brook | NY | 06/2018 | 08/2018 |
| Zio Enterprises Inc | Hauppauge | NY | 05/2019 | 01/2023 |
| Bank Of America | Deer Park | NY | 01/2023 | 10/2023 |
| Fidelity Investments | Plainview | NY | 11/2023 | 11/2025 |
| N/A | Farmingdale | NY | 08/2018 | 05/2020 |
| N/A | Brentwood | NY | 08/2015 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | 11/2025 |
| Charles Schwab & Co., Inc. | Garden City | NY | 12/2025 | Present |
| Charles Schwab Bank, Ssb | Garden City | NY | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-25 |
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