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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 2025-02-14
  • IL RA
    APPROVED
    Since 2025-02-14

Branch Locations

150 S. Wacker Drive, Chicago, IL 60606-4111 • United States

598 Green Bay Road, Winnetka, IL 60093-2220 • 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
Jpmorgan Chase Bank, N.A. Park Ridge IL 12/2019 10/2021
J.P. Morgan Securities Llc Park Ridge IL 12/2019 10/2021
Tech Usa, Llc Des Plaines IL 09/2019 11/2019
Kinsey Wealth Management Group Wfa Peoria IL 01/2019 08/2019
Bradley University Markin Peoria IL 08/2017 05/2019
Bradley University Peoria IL 05/2017 01/2019
Peoria Police Department Peoria IL 06/2016 06/2017
Full Time Education Peoria IL 08/2014 05/2019
Wells Fargo Clearing Services, Llc St Louis MO 02/2019 08/2019
Fidelity Investments Oak Brook IL 10/2021 09/2022
Fidelity Investments Oak Brook IL 09/2022 12/2024
Charles Schwab & Co, Inc Winnetka IL 01/2025 Present
Charles Schwab Bank, Ssb Winnetka IL 01/2025 Present
  • 12/2019 → 10/2021
    Jpmorgan Chase Bank, N.A.
    Park Ridge, IL
  • 12/2019 → 10/2021
    Park Ridge, IL
  • 09/2019 → 11/2019
    Tech Usa, Llc
    Des Plaines, IL
  • 01/2019 → 08/2019
    Kinsey Wealth Management Group Wfa
    Peoria, IL
  • 08/2017 → 05/2019
    Bradley University Markin
    Peoria, IL
  • 05/2017 → 01/2019
    Bradley University
    Peoria, IL
  • 06/2016 → 06/2017
    Peoria Police Department
    Peoria, IL
  • 08/2014 → 05/2019
    Full Time Education
    Peoria, IL
  • 02/2019 → 08/2019
    Wells Fargo Clearing Services, Llc
    St Louis, MO
  • 10/2021 → 09/2022
    Fidelity Investments
    Oak Brook, IL
  • 09/2022 → 12/2024
    Fidelity Investments
    Oak Brook, IL
  • 01/2025 → Present
    Winnetka, IL
  • 01/2025 → Present
    Charles Schwab Bank, Ssb
    Winnetka, IL
Previous Registrations
  • 2021-11-19 → 2024-12-23
    Fidelity Personal And Workplace Advisors
    Oak Brook, IL
  • 2020-05-29 → 2021-10-08
    Park Ridge, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-28
  • S66 Uniform Combined State Law Examination
    2020-05-28
Other Names
  • Zaire Doss
  • Zaire Jamal Doss
  • Zaire J. Doss

View on SEC IAPD

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