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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-10-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Archer Financial Services | Chicago | IL | 11/2011 | 01/2018 |
| Charles Schwab & Co., Inc. | Chicago | IL | 01/2018 | Present |
| Uber | Chicago | IL | 11/2017 | 02/2019 |
| Four Finches | Evanston | IL | 11/2017 | 10/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-16 |
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