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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-11-19
  • MD RA
    APPROVED
    Since 2024-11-19

Branch Locations

2 East Joppa Road Suite 110, Towson, MD 21286 • 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
Full-Time Education Windsor CT 09/2013 06/2017
Ocean State Job Lot Windsor CT 06/2017 01/2018
Westfield State University Westfield MA 01/2018 04/2018
Robert Half Hartford CT 04/2018 05/2020
Uber Eats Vernon Rockville CT 05/2020 05/2023
Ghisallo Capital Management Boston MA 05/2023 09/2023
Westfield Bank West Springfield MA 09/2023 05/2024
Charles Schwab & Co., Inc. Towson MD 06/2024 Present
Charles Schwab Bank Ssb Towson MD 05/2025 Present
  • 09/2013 → 06/2017
    Full-Time Education
    Windsor, CT
  • 06/2017 → 01/2018
    Ocean State Job Lot
    Windsor, CT
  • 01/2018 → 04/2018
    Westfield State University
    Westfield, MA
  • 04/2018 → 05/2020
    Robert Half
    Hartford, CT
  • 05/2020 → 05/2023
    Uber Eats
    Vernon Rockville, CT
  • 05/2023 → 09/2023
    Ghisallo Capital Management
    Boston, MA
  • 09/2023 → 05/2024
    Westfield Bank
    West Springfield, MA
  • 06/2024 → Present
    Towson, MD
  • 05/2025 → Present
    Charles Schwab Bank Ssb
    Towson, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-18
  • S66 Uniform Combined State Law Examination
    2024-11-18

View on SEC IAPD

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