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Timothy Francis O'CAllaghan

Charles Schwab & Co., Inc.

Schaumburg, IL

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-01-26
  • IL RA
    APPROVED
    Since 2022-01-26

Branch Locations

1160 N Plaza Drive, Schaumburg, IL 60173 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade, Inc. Rolling Meadows IL 10/2004 06/2024
Charles Schwab & Co., Inc. Schaumburg IL 06/2024 Present
Charles Schwab Bank, Ssb Schaumburg IL 11/2023 Present
  • 10/2004 → 06/2024
    Td Ameritrade, Inc.
    Rolling Meadows, IL
  • 06/2024 → Present
    Charles Schwab & Co., Inc.
    Schaumburg, IL
  • 11/2023 → Present
    Charles Schwab Bank, Ssb
    Schaumburg, IL
Previous Registrations
  • 2007-06-27 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Schaumburg, IL
    Schaumburg, IL
    Schaumburg, IL
  • 2004-11-04 → 2022-10-14
    Td Ameritrade, Inc.
    Schaumburg, IL
    New York, NY
    Rolling Meadows, IL
  • 2004-09-23 → 2004-10-26
    Harrisdirect Llc
    Hoffman Estates, IL
  • 2002-02-22 → 2004-09-16
    Morgan Stanley Dw Inc.
    Barrington, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-01-14
  • S66 Uniform Combined State Law Examination
    2002-01-14
Other Names
  • Timothy O'CAllaghan

View on SEC IAPD

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ASCENTIS INDEPENDENT ADVISORS, LLC

Other Investors

JOHN HERMAN COX
MICHAEL MYLES HARLAN
GREGORY ALLAN KATZMAN
MICHAEL JUDE MASCIOPINTO
CLAIRE MARIE KENT
Michael E Burdick
GEOFFREY THOMAS WHARTON
PAUL PHILLIP KACZMARCZYK

Other Offices

COX FINANCIAL GROUP, LTD. · SCHAUMBURG, IL
CETERA INVESTMENT ADVISERS LLC · SCHAUMBURG, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Schaumburg, IL
WORLD EQUITY GROUP, INC. · Schaumburg, IL
BANKERS LIFE ADVISORY SERVICES, INC. · Schaumburg, IL
BANKERS LIFE ADVISORY SERVICES, INC. · SCHAUMBURG, IL
MARINER INDEPENDENT · Schaumburg, IL
NAVARRO ASSET MANAGEMENT, LLC · SCHAUMBURG, IL

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