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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-07 |
Branch Locations
100 Matsonford Rd Suite 301, Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abbot Downing - Wells Fargo | Palm Beach | FL | 05/2012 | 02/2022 |
| Certuity | North Palm Beach | FL | 03/2022 | 11/2023 |
| Vanguard | Malvern | PA | 11/2023 | 05/2025 |
| Charles Schwab & Co., Inc. | Radnor | PA | 05/2025 | Present |
| Schwab Wealth Advisory Inc. | Radnor | PA | 05/2025 | Present |
1. 12157 Aviles, LLC |Owner | Home that I own and rent to tenants. | 11/06/2023 | 0 hours during trading hours | not investment related | 2. Ever Realty, LLC | Owner | Sole Owner. LLC serves to hold my Real Estate License and does not conduct any brokerage activities. | 08/2/2020 | 0 hours during trading hours | not investment related | 3. Lido Ventures, LLC | Owner | Non-operating LLC | LLC with no active business operations or assets. | 10/30/2020 | 0 hours during trading hours | not investment related | 4. The Laundry Companies, LLC | Personal household services | Owner/Manager/Consultant | This is a company engaged in the garment care business. Primarily consists of laundrymats and laundry processing facilities. I am co-owner, advisor, and consultant. The facilities are located in Florida and I have no day to day responsibilities. | 8108 Viadana Bay Avenue Boynton Beach, FL 33473 | 12/1/2023 | 0 hours during trading hours | not investment related | 5. Rednax, LLC| Owner | LLC formerly used to hold real estate. No longer holds property and has no active business operations. Inactive. | 03/07/2018 | 0 hours during trading hours |not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-22 |
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