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Steven R Taylor

Charles Schwab & Co., Inc.

Oak Brook, IL

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-02-11
  • IL RA
    APPROVED
    Since 2026-02-11

Branch Locations

500 W. 22Nd Street, Oak Brook, IL 60523-1955 • 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
Edward Jones St Louis MO 03/2016 11/2020
E*Trade Securities Llc Chicago IL 12/2020 09/2023
E*Trade Capital Management Llc Chicago IL 12/2020 09/2023
Morgan Stanley Chicago IL 01/2023 09/2023
Morgan Stanley Chicago IL 09/2023 01/2026
Morgan Stanley Chicago IL 09/2023 09/2023
Charles Schwab & Co, Inc Oak Brook IL 01/2026 Present
Charles Schwab Bank, Ssb Oak Brook IL 01/2026 Present
  • 03/2016 → 11/2020
    Edward Jones
    St Louis, MO
  • 12/2020 → 09/2023
    E*Trade Securities Llc
    Chicago, IL
  • 12/2020 → 09/2023
    E*Trade Capital Management Llc
    Chicago, IL
  • 01/2023 → 09/2023
    Morgan Stanley
    Chicago, IL
  • 09/2023 → 01/2026
    Morgan Stanley
    Chicago, IL
  • 09/2023 → 09/2023
    Morgan Stanley
    Chicago, IL
  • 01/2026 → Present
    Charles Schwab & Co, Inc
    Oak Brook, IL
  • 01/2026 → Present
    Charles Schwab Bank, Ssb
    Oak Brook, IL
Previous Registrations
  • 2023-09-05 → 2026-02-10
    Morgan Stanley
    Chicago, IL
    Chicago, IL
  • 2020-12-17 → 2023-09-05
    Harrisdirect Llc
    Chicago, IL
    Arlington, VA
    Chicago, IL
  • 2016-07-15 → 2020-11-06
    Edward Jones
    Carpentersville, IL
    St Louis, MO
    West Dundee, IL
    Carpentersville, IL
    Carpentersville, IL
Other Businesses

CreativeFoundry | Investment related: No | Carpentersville, Illinois | Clothing/Textile Manufacturing | Owner | 7/16/2024 | Less than 20 hours per month, all outside market hours | I create novelty t-shirts and then market and sell them online.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-23
  • S66 Uniform Combined State Law Examination
    2016-05-23

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WEALTHQUEST CORPORATION
ERGAWEALTH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
GEIGER WEALTH MANAGEMENT

Other Investors

TODD BRENDAN SCHROEDER
MICHAEL CHRISTOPHER LEE
DANIEL P SCHIPITSCH
ALAN P MADEJ
Anthony Joesph Bittman
Joseph Herr
Lauren A Mlady
Danieh Kasar

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · OAK BROOK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Oak Brook, IL
WEALTHQUEST CORPORATION · OAK BROOK, IL
ERGAWEALTH ADVISORS, INC. · OAK BROOK, IL
CETERA INVESTMENT ADVISERS LLC · OAK BROOK, IL
LPL FINANCIAL LLC · OAK BROOK, IL

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