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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-30 |
| CT | RA | APPROVED | 2025-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knocking Llc | Fairfield | CT | 01/2020 | 01/2022 |
| Full Time Education | Fairfield | CT | 09/2014 | 01/2020 |
| Full Time Education | Baltimore | MD | 01/2022 | 05/2022 |
| Marea | Fairfield | CT | 05/2022 | 08/2022 |
| Sinclair | Fairfield | CT | 05/2022 | 08/2022 |
| Full Time Education | Baltimore | MD | 08/2022 | 03/2023 |
| Mind Pub | Baltimore | MD | 03/2023 | 04/2023 |
| Federici Brands Llc | Wilton | CT | 05/2023 | 08/2023 |
| Full Time Education | Baltimore | MD | 08/2023 | 12/2023 |
| Federici Brands Llc | Wilton | CT | 12/2023 | 05/2024 |
| Webster Investments | Waterbury | CT | 06/2024 | 10/2024 |
| Charles Schwab & Co., Inc. | Fairfield | CT | 10/2024 | Present |
| Charles Schwab Bank, Ssb | Fairfield | CT | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-13 |
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