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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2026-03-16
  • VT RA
    APPROVED
    Since 2026-03-16

Branch Locations

127 Congress Street Floor 01, Boston, MA 02110-2511 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dick's Sporting Goods Williston VT 04/2019 04/2021
Vermont National Country Club South Burlington VT 04/2021 09/2023
Full Time Education Richmond VT 08/2014 04/2019
Charles Schwab & Co., Inc. Boston MA 06/2024 09/2024
Full Time Education South Orange NJ 08/2024 10/2025
Charles Schwab & Co., Inc. Boston MA 10/2025 Present
Full Time Education South Orange NJ 09/2023 06/2024
  • 04/2019 → 04/2021
    Dick's Sporting Goods
    Williston, VT
  • 04/2021 → 09/2023
    Vermont National Country Club
    South Burlington, VT
  • 08/2014 → 04/2019
    Full Time Education
    Richmond, VT
  • 06/2024 → 09/2024
    Boston, MA
  • 08/2024 → 10/2025
    Full Time Education
    South Orange, NJ
  • 10/2025 → Present
    Boston, MA
  • 09/2023 → 06/2024
    Full Time Education
    South Orange, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-16
  • S66 Uniform Combined State Law Examination
    2026-03-16

View on SEC IAPD

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