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Mason Homsey

Charles Schwab & Co., Inc.

Northbrook, 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 2026-01-23
  • IL RA
    APPROVED
    Since 2026-01-23

Branch Locations

445 Skokie Blvd, Northbrook, IL 60062 • 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
Charles Schwab & Co., Inc. Chicago IL 06/2021 06/2025
Inav, Llc Crystal Lake IL 06/2019 05/2021
Full Time Education Urbana IL 08/2015 05/2019
Charles Schwab Bank, Ssb Chicago IL 06/2021 06/2025
Fidelity Investments Highland Park IL 07/2025 12/2025
Charles Schwab & Co., Inc. Northbrook IL 12/2025 Present
Charles Schwab Bank, Ssb Northbrook IL 12/2025 Present
  • 06/2021 → 06/2025
    Charles Schwab & Co., Inc.
    Chicago, IL
  • 06/2019 → 05/2021
    Inav, Llc
    Crystal Lake, IL
  • 08/2015 → 05/2019
    Full Time Education
    Urbana, IL
  • 06/2021 → 06/2025
    Charles Schwab Bank, Ssb
    Chicago, IL
  • 07/2025 → 12/2025
    Fidelity Investments
    Highland Park, IL
  • 12/2025 → Present
    Charles Schwab & Co., Inc.
    Northbrook, IL
  • 12/2025 → Present
    Charles Schwab Bank, Ssb
    Northbrook, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-17
  • S66 Uniform Combined State Law Examination
    2021-12-17
Designations

View on SEC IAPD

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