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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Winnetka | IL | 05/2026 | Present |
| Charles Schwab Bank, Ssb | Winnetka | IL | 05/2026 | Present |
| The Vanguard Group, Inc. | Scottsdale | AZ | 09/2020 | 08/2022 |
| Unemployed | Naperville | IL | 06/2020 | 09/2020 |
| Coyote Logistics | Chicago | IL | 05/2019 | 08/2019 |
| County Cork Llc | Sanibel | FL | 05/2018 | 08/2018 |
| Schmechtig Landscapes | Mundelein | IL | 05/2017 | 07/2017 |
| Full Time Education | Tucson | AZ | 08/2016 | 05/2020 |
| J. P. Morgan Securities Llc | Wheaton | IL | 08/2022 | 05/2026 |
| Jpmorgan Chase Bank N. A. | Chicago | IL | 08/2022 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-21 |
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