Best Investors Account Sign in
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-01-02
IL RA APPROVED 2016-12-05
  • TX RA
    APPROVED
    Since 2019-01-02
  • IL RA
    APPROVED
    Since 2016-12-05

Branch Locations

7702 N. Grand Prairie Drive Unit A, Peoria, IL 61615 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones Maryland Heights MO 08/2004 11/2016
Charles Schwab & Co., Inc. Peoria IL 12/2016 Present
Previous Registrations
  • 2008-01-02 → 2016-12-02
    Chillicothe, IL
    Chillicothe, IL
    St Louis, MO
    St Louis, MO
Other Businesses

StoptheDivide.org | not investment related | St. Louis, Missouri | Start Date 05/10/2011 | Founding Member | organization breaks down communication barriers between cancer stakeholders | less than 20 hours, none conducted during securities trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-20
S63 Uniform Securities Agent State Law Examination 2004-11-24
  • S66 Uniform Combined State Law Examination
    2007-12-20
  • S63 Uniform Securities Agent State Law Examination
    2004-11-24
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Peoria, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor