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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-25 |
Branch Locations
14225 95Th Ave Suite 422, Orland Park, IL 60462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Bank | Hinsdale | IL | 01/2016 | 04/2019 |
| Bmo Harris Financial Advisors | Hinsdale | IL | 04/2019 | 09/2022 |
| Lpl Financial Llc | Hinsdale | IL | 03/2021 | 09/2022 |
| Citigroup | Orland Park | IL | 10/2022 | 09/2025 |
| Charles Schwab | Orland Park | IL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-05 |
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