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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Chicago | IL | 12/2018 | Present |
| Charles Schwab Bank, Ssb | Chicago | IL | 12/2018 | Present |
| Riverview Ford Inc | Oswego | IL | 02/2018 | 12/2018 |
| Officemax | Oswego | IL | 04/2017 | 02/2018 |
| Rush Copley Healthplex | Aurora | IL | 10/2014 | 04/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-23 |
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