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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-11-07 |
Branch Locations
100 S. Wacker Dr. Suite 220, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 09/2018 | 08/2024 |
| Full Time Education | Athens | OH | 08/2014 | 05/2018 |
| Adidas | Bayreuth | 05/2017 | 06/2017 | |
| Unemployed | Sterling | VA | 05/2018 | 09/2018 |
| Schwab Wealth Advisory Inc | Chicago | IL | 10/2024 | Present |
| Unemployed | Chicago | IL | 07/2024 | 10/2024 |
| Charles Schwab & Co., Inc. | Chicago | IL | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-16 |
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