Charles Chris Koules

Current Employers

Employment History

• 11/2019 → 11/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rolling Meadows, IL
• 04/2017 → 08/2019
  Motoworks Chicago
  Chicago, IL
• 05/2015 → 09/2016
  Valley Lo Country Club
  Glenview, IL
• 11/2022 → 02/2023
  Advisors Excel Scott Tucker Solutions
  Topeka, KS
• 06/2023 → 12/2024
  Equitable Advisors Llc
  New York, NY
• 01/2025 → Present
  J.P. Morgan Securities Llc
  Kenosha, WI
• 01/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Kenosha, WI
• 05/2023 → Present
  Wendella Sightseeing Company Inc
  Chicago, IL
• 11/2023 → 01/2024
  Florida Aquarium Inc
  Tampa, FL
• 10/2018 → 12/2018
  M4I Inc
  Oakbrook, IL
• 11/2015 → 01/2018
  The Winter Club Of Lake Forest
  Lake Forest, IL
• 09/2019 → 10/2019
  Unemployed
  Wilmette, IL
• 03/2023 → 04/2023
  Unemployed
  Wilmette, IL
• 12/2022 → Present
  Charles C Koules Properties Llc
  Wilmette, IL
• 05/2023 → Present
  Uscg Master Captain
  Wilmette, IL

Previous Registrations

• 2023-06-09 → 2025-01-09
  Equitable Advisors, Llc
  Deerfield, IL
• 2022-12-01 → 2023-03-10
  Ae Wealth Management, Llc
  Chicago, IL
• 2020-07-20 → 2022-11-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  Chicago, IL
  New York, NY

Other Businesses

Entity Name: Charles C koules properties LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/08/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This llc is for income and management expenses of Vacation rental in Park city utah Entity Name: USCG Master Captain Investment related: No "Address: Wilmette, Illinois- 60091 https://boatsafechicago.com/ https://www.wendellaboats.com/" Nature of the other business: Commercial Boating Position/Title/Relationship: Employee/Contractor Start Date: 05/16/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Instructor and master Captain. non investment related not related to current role. I hold and have active a 50 ton license to operate commercial water craft. I work in depended under two agencies as needed WENDELLA TOURS Non investment related 400 N Michigan ave Chicago IL 60611 Marine tours CAPTAIN ABLESEAMAN, DECKHAND WIPER SWTC, 5/2023, 20 HOURS PER MONTH. during trading hours 0 Ensure safe operation of vessel

Exams

• S66 Uniform Combined State Law Examination
  2020-07-17

Other Names

• Charlie Koules
• Charles Chris Koules
• Charles Chris Koules