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9501 Technology Blvd Suite 3600, Rosemont, IL 60018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-11 |
Branch Locations
9501 Technology Blvd Suite 3600, Rosemont, IL 60018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando Park | IL | 01/2016 | 11/2024 |
| Vital Wealth Management, Llc | Rosemont | IL | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-01 |
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