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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc/ E*Trade Morgan Stanley | Chicago | IL | 10/2021 | 05/2022 |
| Mcgrath Honda Of St. Charles | St. Charles | IL | 06/2021 | 08/2021 |
| Gardner Synergy Logistics | Lisle | IL | 05/2020 | 12/2020 |
| Ultimate Parking | Boston | MA | 04/2018 | 08/2019 |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 05/2022 | 02/2024 |
| J.P. Morgan Securities Llc | Chicago | IL | 05/2022 | 02/2024 |
| Unemployed | Orland Park | IL | 09/2016 | 04/2018 |
| Unemployed | Orland Park | IL | 09/2017 | 03/2018 |
| Unemployed | Orland Park | IL | 09/2019 | 05/2020 |
| Unemployed | Orland Park | IL | 10/2020 | 05/2021 |
| Laz Parking | Boston | MA | 05/2019 | 08/2019 |
| Fidelity Investments | Orland Park | IL | 02/2024 | 06/2024 |
| Merrill Lynch, Pierce, Fenner & Smith, Inc | Northbrook | IL | 08/2024 | 10/2025 |
| Full Time Education | Normal | IL | 01/2019 | 08/2021 |
| Chipotle | Boston | MA | 03/2018 | 04/2018 |
| University Of Massachusetts Boston | Boston | MA | 09/2017 | 12/2018 |
| Bank Of America, N.A. | Northbrook | IL | 09/2024 | 10/2025 |
| Charles Schwab & Co., Inc. | Chicago | IL | 10/2025 | Present |
| Charles Schwab Bank, Ssb | Chicago | IL | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-28 |
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