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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-09-28 |
Branch Locations
14225 95Th Ave Suite 422, Orland Park, IL 60462 • United States
500 W. 22Nd Street, Oak Brook, IL 60523-1955 • United States
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 | 01/2022 |
| Bank Of America, N.A. | Rolling Meadows | IL | 10/2017 | 01/2022 |
| E*Trade Securities Llc | Chicago | IL | 01/2022 | 09/2023 |
| E*Trade Capital Management Llc | Chicago | IL | 01/2022 | 09/2023 |
| Morgan Stanley | Chicago | IL | 03/2023 | 08/2024 |
| Morgan Stanley | Chicago | IL | 09/2023 | 08/2024 |
| Morgan Stanley | Chicago | IL | 09/2023 | 08/2024 |
| Charles Schwab & Co, Inc | Orland Park | IL | 08/2024 | Present |
| Charles Schwab Bank, Ssb | Orland Park | IL | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-04 |
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