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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-10 |
Branch Locations
1300 Avenue Of The Americas, New York City, NY 10019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Hartford | CT | 08/2018 | 05/2022 |
| Fidelity Investments | New York City | NY | 02/2024 | 05/2026 |
| Macy's | Connecticut | CT | 10/2020 | 02/2021 |
| Trinity College Sports Communication Office | Connecticut | CT | 09/2021 | 05/2022 |
| Full Time Education | Durham | NH | 08/2022 | 07/2023 |
| Full Time Education | Simsbury | CT | 09/2014 | 05/2018 |
| Dick's Sporting Goods | Norwalk | CT | 01/2022 | 01/2022 |
| Ct Grizzlies Lacrosse | Connecticut | CT | 06/2020 | 08/2020 |
| Woodway Country Club | Connecticut | CT | 06/2017 | 08/2019 |
| Unemployed | Darien | CT | 05/2022 | 08/2022 |
| Larson Maddox | New York | NY | 07/2023 | 01/2024 |
| Unemployed | Darien | CT | 01/2024 | 02/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | 05/2026 |
| Charles Schwab & Co., Inc. | New York | NY | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-14 |
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