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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-02-17 |
Branch Locations
610 Commons Way Suite 4340, Bridgewater, NJ 08807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Pennington | NJ | 06/2024 | 02/2026 |
| Bridgewater Diner | Bridgewater | NJ | 05/2023 | 09/2023 |
| Baycrest Partners | New York | NY | 06/2022 | 08/2022 |
| Buffalo Wild Wings | Bridgewater | NJ | 04/2021 | 08/2021 |
| Full Time Education | Metuchen | NJ | 06/2016 | 06/2017 |
| Full Time Education | Somerville | NJ | 06/2017 | 05/2020 |
| Full Time Education | Scranton | PA | 06/2020 | 05/2024 |
| Bank Of America, N.A. | Pennington | NJ | 07/2024 | 02/2026 |
| Charles Schwab & Co., Inc. | Bridgewater | NJ | 02/2026 | Present |
| Charles Schwab Bank | Bridgewater | NJ | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-20 |
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