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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-13 |
| IL | RA | APPROVED | 2019-01-08 |
Branch Locations
1160 N Plaza Drive, Schaumburg, IL 60173 • United States
500 W. 22Nd Street, Oak Brook, IL 60523-1955 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Schaumburg | IL | 10/2016 | 03/2017 |
| Unemployed | Oak Park | IL | 06/2016 | 10/2016 |
| Td Ameritrade, Inc. | Oak Brook | IL | 04/2017 | 11/2018 |
| Charles Schwab & Co., Inc | Oak Brook | IL | 12/2018 | Present |
| Charles Schwab Bank | Oak Brook | IL | 12/2018 | Present |
1) Baseball Umpire | Investment Related:No|3505 McCormick Ave|Brookfield|IL|60513|USA|Sports/Physical Recreation|Umpire|1/1/2019|Less than 20|0|I am licensed to umpire baseball games (youth, little league and high school). For address for this submission - I used my home address. I will umpire at different field locations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-21 |
| S65 | Uniform Investment Adviser Law Examination | 2003-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-28 |
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