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9501 Technology Blvd Suite 3600, Rosemont, IL 60018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-14 |
Branch Locations
9501 Technology Blvd Suite 3600, Rosemont, IL 60018 • 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orland Park | IL | 04/2007 | 12/2018 |
| Charles Schwab Bank | Orland Park | IL | 04/2007 | Present |
| Moraine Valley Community College | Palos Hills | IL | 03/2017 | Present |
| Vital Wealth Management, Llc | Rosemont | IL | 12/2018 | Present |
1. MORAINE VALLEY COMMUNITY COLLEGE| START DATE 03.22.2017| PALOS HILLS, IL| TEACH A CLASS ON WEDNESDAY NIGHTS FOR 3 HOURS FOUR TOTAL CLASSES MAKING $20/HOUR AS AN ADJUNCT PROFESSOR TEACHING A CLASS ON STOCK SELECTION. THE CLASS IS A BASIC INTRODUCTORY TO THE STOCK MARKET FOR APPROXIMATELY 20 HOURS PER MONTH NON DURING TRADING HOURS 2.Insurance licensed. Provide Life Insurance to clients since 05/19/2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-30 |
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