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Lowell, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-08-23 |
| IN | RA | APPROVED | 2019-07-12 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orland Park | IL | 10/1997 | 06/2019 |
| Charles Schwab Bank | Orland Park | IL | 02/2005 | 06/2019 |
| Harmony Wealth Management Llc | Crown Point | IN | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-12 |
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