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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 02/2016 | 04/2019 |
| Bank Of America, N.A. | Rolling Meadows | IL | 05/2018 | 04/2019 |
| Bmo Asset Managment Corp. | Chicago | IL | 04/2019 | 07/2021 |
| Foreside Financial Services, Llc | Chicago | IL | 01/2020 | 07/2021 |
| Charles Schwab & Co., Inc. | Chicago | IL | 07/2021 | Present |
| Charles Schwab Bank, Ssb | Chicago | IL | 07/2021 | Present |
BMO Asset Management Corp., Is Investment Related,, Sales,Associate ,4/1/2019; Investment Sales; 180 hours per month,0 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-14 |
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