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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-02 |
| IL | RA | APPROVED | 2007-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Northbrrok | IL | 11/1997 | Present |
| Charles Schwab Bank | Northbrook | IL | 05/2006 | Present |
| Self Employed | Aurora | CO | 08/2007 | 01/2020 |
LPR Investment LLC|Investment Related:No|1291 Shermer Rd;Northbrook;IL;60062;USA|Real Estate (Non-Agent/Broker)|member|2022-09-27|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Collecting monthly rental income.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-10 |
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