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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-01-11
IL RA APPROVED 2019-05-24
  • TX RA
    APPROVED_RES
    Since 2022-01-11
  • IL RA
    APPROVED
    Since 2019-05-24

Branch Locations

445 Skokie Blvd, Northbrook, IL 60062 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Northbrook IL 12/2018 Present
Charles Schwab Bank Northbrook IL 12/2018 Present
Unemployed Park Ridge IL 06/2018 12/2018
Bmo Harris N.A. Rolling Meadows IL 09/2007 06/2018
  • 12/2018 → Present
    Northbrook, IL
  • 12/2018 → Present
    Charles Schwab Bank
    Northbrook, IL
  • 06/2018 → 12/2018
    Unemployed
    Park Ridge, IL
  • 09/2007 → 06/2018
    Bmo Harris N.A.
    Rolling Meadows, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-24
S65 Uniform Investment Adviser Law Examination 1998-11-09
S63 Uniform Securities Agent State Law Examination 1998-06-29
  • S66 Uniform Combined State Law Examination
    2019-05-24
  • S65 Uniform Investment Adviser Law Examination
    1998-11-09
  • S63 Uniform Securities Agent State Law Examination
    1998-06-29
Other Names
  • Barry Reid Skolak
  • Barry Skolak

View on SEC IAPD

More in Northbrook, IL

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