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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-19 |
Branch Locations
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
600 Anton Blvd Suite 500, Costa Mesa, CA 92626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Seal Beach | CA | 09/2011 | 04/2023 |
| Charles Schwab Bank | Seal Beach | CA | 12/2014 | 04/2023 |
| Choreo, Llc | Irvine | CA | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-09 |
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