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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-09-23 |
Branch Locations
300 Atlantic St. Suite 130, Stamford, CT 06901-3514 • United States
19 East Elm Street, Greenwich, CT 06830-6518 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amazon | Aurora | CO | 05/2020 | 12/2020 |
| Gartner | Denver | CO | 05/2023 | 08/2023 |
| Fresh Prints | Denver | CO | 10/2022 | 01/2024 |
| Denver Parks And Recreation/Un | Denver | CO | 06/2016 | 10/2022 |
| Stapleton Mca | Denver | CO | 05/2020 | 08/2020 |
| Charles Schwab & Co., Inc. | Greenwich | CT | 01/2024 | Present |
| Charles Schwab Bank, Ssb | Greenwich | CT | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-20 |
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