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Joshua R Mason

The Mather Group, LLC

Snohomish, WA

Chicago, IL

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Current Employers
The Mather Group, Llc

353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2020-10-08
  • WA RA
    APPROVED
    Since 2020-10-08

Branch Locations

Snohomish, WA • United States

353 N. Clark Street Suite 2775, Chicago, IL 60654 • 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
Charles Schwab & Co., Inc. Lynnwood WA 01/2013 10/2020
Charles Schwab Bank Lynnwood WA 01/2013 10/2020
5153 Llc Bluffdale UT 11/2016 11/2018
Bugclub Llc Cedar Hills UT 05/2017 Present
The Mather Group, Llc Chicago IL 10/2020 Present
  • 01/2013 → 10/2020
    Charles Schwab & Co., Inc.
    Lynnwood, WA
  • 01/2013 → 10/2020
    Charles Schwab Bank
    Lynnwood, WA
  • 11/2016 → 11/2018
    5153 Llc
    Bluffdale, UT
  • 05/2017 → Present
    Bugclub Llc
    Cedar Hills, UT
  • 10/2020 → Present
    The Mather Group, Llc
    Chicago, IL
Previous Registrations
Other Businesses

BugClub LLC| Not investment related| Cedar Hills, Utah| Retail| Partner/Owner| Start 05/01/2017| 20-40 hours/month - 0 during trading hours| Strategy and technology development. Minimal operational involvement.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-01-09
S63 Uniform Securities Agent State Law Examination 2008-04-17
  • S66 Uniform Combined State Law Examination
    2009-01-09
  • S63 Uniform Securities Agent State Law Examination
    2008-04-17

View on SEC IAPD

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