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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-08-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Chicago | IL | 05/2010 | 06/2024 |
| Charles Schwab & Co., Inc. | Chicago | IL | 12/2021 | Present |
| Td Ameritrade Clearing, Inc. | Chicago | IL | 09/2017 | 06/2024 |
| Tradewise Advisors, Inc. | Chicago | IL | 06/2010 | 05/2021 |
1) The glenview firefighters pension fund barod of trustees | Investment Related:No|1215 Waukegan Road|Glenview|IL|60025|usa|Government|Pension Board Member|8/1/2024|Less than 20|0|I serve as a non-paid member of my town's fire department pension board, providing oversight and guidance on the administration of the Glenview, IL municipality's retirement plan. In this role, I participate in governance discussions and review materials to help ensure decisions align with fiduciary standards, but I hold no executive authority and receive no compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-03 |
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