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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-01-03 |
| NY | RA | APPROVED | 2024-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Camp Echo Bay | New Rochelle | NY | 06/2016 | 08/2017 |
| Barino's Market | Bronx | NY | 05/2018 | 09/2018 |
| Omega Engineering | Norwalk | CT | 05/2019 | 08/2019 |
| Uber Eats | Fairfield | CT | 12/2019 | 02/2020 |
| Smolin, Calbo, Davidson & Associates | Stamford | CT | 02/2020 | 03/2020 |
| Pwc | Stamford | CT | 10/2020 | 01/2022 |
| Cvs Health | Woonsocket | RI | 04/2022 | 11/2023 |
| Nypa | White Plains | NY | 11/2023 | 03/2024 |
| Primerica | Bronx | NY | 03/2024 | 06/2024 |
| Full Time Education | Fairfield | CT | 09/2016 | 05/2020 |
| Unemployed | Bronx | NY | 05/2020 | 10/2020 |
| Unemployed | Bronx | NY | 01/2022 | 04/2022 |
| Sanctuary Securities, Inc. | Shrewsbury | NJ | 07/2024 | 09/2024 |
| Charles Schwab & Co., Inc. | Stamford | CT | 11/2024 | Present |
| Charles Schwab Bank | Stamford | CT | 11/2024 | Present |
1) Salesian High School|Investment Related: No|148 E Main Street, New Rochelle, New York, 10801, USA|Education|Financial Committee Member|9/1/2022|Less than 20 hour/month - 0 during trading hours|Assist Salesian High School in analyzing their budget, discussions on which banks to keep their money in, 2) Salesian High School|Investment Related: No|148 East Main Street, New Rochelle, New York, 10801, USA|Education|Advancement Committee Member|9/1/2023|Less than 20 hour/month - 0 during trading hours|Sit in on and takes notes for meetings for the School's Advancement Committee. Discuss fundraising efforts and alumni events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-01 |
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