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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-11-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boylan & Morahan Plc | Mclean | VA | 06/2014 | 05/2021 |
| Prosperity Home Mortgage | Fairfax | VA | 06/2021 | 03/2024 |
| New York Life Insurance Company | Vienna | VA | 05/2024 | 10/2025 |
| New York Life Securities Llc | Vienna | VA | 06/2024 | 10/2025 |
| Eagle Strategies Llc | Vienna | VA | 08/2025 | 10/2025 |
| Charles Schwab & Co., Inc. | Reston | VA | 11/2025 | Present |
| Charles Schwab Bank, Ssb | Reston | VA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-06 |
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