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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St. Edward Central Catholic High School | Elgin | IL | 05/2013 | 05/2017 |
| Target | Hoffman Estates | IL | 11/2014 | 10/2016 |
| William Rainey Harper College | Palatine | IL | 05/2017 | 05/2019 |
| William Rainey Harper College | Palatine | IL | 08/2017 | 03/2018 |
| Tcf Bank | Bartlett | IL | 03/2018 | 08/2019 |
| University Of Wisconsin-Milwaukee | Milwaukee | WI | 05/2019 | 05/2021 |
| Amazon | Milwaukee | WI | 01/2020 | 06/2020 |
| Openroad Lending | Fort Worth | TX | 07/2021 | 04/2022 |
| Fidelity Investments | Westlake | TX | 05/2022 | 07/2023 |
| Wells Fargo Clearing Services | Irving | TX | 07/2023 | 03/2025 |
| Us Tech Solutions | Irving | TX | 07/2023 | 01/2024 |
| Altruist Financial Llc | Dallas | TX | 03/2025 | 10/2025 |
| Charles Schwab & Co., Inc. | Westlake | TX | 12/2025 | Present |
Business name: Crash Cult Band Investment-related: No Business address: https://crashcultband.com/ Nature of business: Entertainment/Band Position/title/relationship: performer Start date: 05/01/23 Hours/month: 20 - 30 hrs Hours/month during securities trading hours: 0 Duties: This is a local band I play in with my friends. We play local shows and have some music on streaming platforms.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-07 |
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