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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-04 |
| IL | RA | APPROVED | 2013-08-13 |
Branch Locations
801 N Perryville Suite 4, Rockford, IL 61107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Rockford | IL | 08/2013 | Present |
1) Village of Fontana | Investment Related:No|175 Valley View Road|Fontana|WI|53125|USA|Government|Fire & Police Commission|10/21/2019|Less than 20|0|Monthly meeting to review activities of the Fire & Police Departments, 2) AHCA | Investment Related:No|271 Fontana Blvd|Fontana|WI|53125|USA|Other|VICE PRESIDENT|8/10/2026|Less than 20|0|Serving as the back up to the President and Treasurer for the purpose of continuity and authority, should the need arise.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-11 |
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