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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-06-09 |
| TX | RA | APPROVED_RES | 2023-05-04 |
Branch Locations
1111 Polaris Parkway, Floor 3J, Columbus, OH 43240 • United States
Chase Tower Chicago 21 S. Clark Street / 10 South Dearborn, Floor 32, Chicago, IL 60603 • United States
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Chicago | IL | 11/2015 | 07/2022 |
| Charles Schwab & Co., Inc. | Chicago | IL | 07/2022 | 04/2023 |
| Charles Schwab Bank, Ssb | Chicago | IL | 07/2022 | 04/2023 |
| J.P. Morgan Securities Llc | Chicago | IL | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-07 |
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