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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 2025-07-18
  • IL RA
    APPROVED
    Since 2025-07-18

Branch Locations

14225 95Th Ave Suite 422, Orland Park, IL 60462 • 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
Republic Bank Of Chicago Berkeley IL 12/2023 04/2025
Patrick Murphy State Farm Mokena IL 12/2021 12/2023
Upper Crust Norman OK 08/2021 05/2022
Official Finders Llc St. Charles IL 08/2023 Present
The Creamery Orland Hills IL 06/2017 10/2017
Winston's Market Tinley Park IL 08/2018 11/2018
Full Time Education Norman OK 08/2019 08/2024
Full Time Education New Lenox IL 08/2015 05/2019
Charles Schwab & Co., Inc. Orland Park IL 04/2025 Present
Charles Schwab Bank Orland Park IL 07/2026 Present
  • 12/2023 → 04/2025
    Republic Bank Of Chicago
    Berkeley, IL
  • 12/2021 → 12/2023
    Patrick Murphy State Farm
    Mokena, IL
  • 08/2021 → 05/2022
    Upper Crust
    Norman, OK
  • 08/2023 → Present
    Official Finders Llc
    St. Charles, IL
  • 06/2017 → 10/2017
    The Creamery
    Orland Hills, IL
  • 08/2018 → 11/2018
    Winston's Market
    Tinley Park, IL
  • 08/2019 → 08/2024
    Full Time Education
    Norman, OK
  • 08/2015 → 05/2019
    Full Time Education
    New Lenox, IL
  • 04/2025 → Present
    Orland Park, IL
  • 07/2026 → Present
    Charles Schwab Bank
    Orland Park, IL
Other Businesses

Official Finders LLC, Illinois Officials Association | Non Investment Related | Tinley Park IL 60477 | Sports/Physical Recreation | Umpire | April 1, 19 | 20 hours monthly | Zero Hours during trading | Officiate baseball games at the youth and high school levels

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-18
S63 Uniform Securities Agent State Law Examination 2024-08-15
  • S66 Uniform Combined State Law Examination
    2025-07-18
  • S63 Uniform Securities Agent State Law Examination
    2024-08-15

View on SEC IAPD

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