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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Evansville | IN | 03/2021 | Present |
| Environmental Cleaning Solutions | Evansville | IN | 08/2019 | 03/2021 |
| Pacific Press Technologies | Mt. Carmel | IL | 07/2015 | 07/2019 |
1) Helfrich Golf Course Mens Club | Investment Related:No|1550 Mesker Park Dr|Evansville|IN|47720|USA|Nonprofit Charitable Organizations|General Board Member|12/31/2025|Less than 20|0|My role would be to vote on issues relating to the goals of the men’s club which are course improvement, scholarships, and fostering the growth of the game of golf.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-18 |
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