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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-25 |
| CT | RA | APPROVED | 2024-06-24 |
Branch Locations
880 Central Park Avenue, Scarsdale, NY 10583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Utica National Insurance Group | New Hartford | NY | 05/2019 | 12/2020 |
| Full Time Education | Clinton | NY | 09/2010 | 05/2022 |
| Jp Morgan Chase | New York | NY | 06/2021 | 08/2021 |
| Jp Morgan Chase And Co | New York | NY | 06/2022 | 02/2024 |
| Charles Schwab & Co., Inc. | Scarsdale | NY | 03/2024 | Present |
| Charles Schwab Bank Ssb | Scarsdale | NY | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-21 |
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