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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-13 |
Branch Locations
14225 95Th Ave Suite 422, Orland Park, IL 60462 • United States
500 W. 22Nd Street, Oak Brook, IL 60523-1955 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 08/2012 | 10/2016 |
| Bank Of America, N.A. | Chicago | IL | 02/2013 | 10/2016 |
| Fidelity Brokerage Services Llc | Orland Park | IL | 10/2016 | 08/2025 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 08/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 08/2025 |
| Charles Schwab & Co, Inc | Orland Park | IL | 10/2025 | Present |
| Charles Schwab Bank, Ssb | Orland Park | IL | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-22 |
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