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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-08-11 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
Palatine, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Calamos Financial Services Llc | Naperville | IL | 02/2010 | 04/2022 |
| Charles Schwab & Co., Inc. | Palatine | IL | 04/2022 | Present |
| Charles Schwab Bank, Ssb | Palatine | IL | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-25 |
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