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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-07 |
| IL | RA | APPROVED | 2024-09-23 |
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 |
|---|---|---|---|---|
| Charles Schwab And Co., Inc. | Chicago | IL | 06/2019 | Present |
| Butler University | Indianapolis | IN | 09/2018 | 05/2019 |
| Butler University | Indianapolis | IN | 09/2018 | 02/2019 |
| Government Employees Insurance Company | Indianapolis | IN | 05/2018 | 08/2018 |
| Butler University | Indianapolis | IN | 08/2017 | 01/2018 |
| Park District Of Oak Park | Oak Park | IL | 05/2017 | 08/2017 |
| Ruffalo Noel Levitz | Indianapolis | IN | 01/2017 | 05/2017 |
| Aflac | Indianapolis | IN | 01/2018 | 05/2018 |
| Student | Butler University | IN | 08/2016 | 01/2017 |
| Charles Schwab Bank, Ssb | Chicago | IL | 02/2021 | Present |
| Schwab Wealth Advisory Inc | Chicago | IL | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-09 |
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