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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schwab Wealth Advisory, Inc | Chicago | IL | 07/2025 | Present |
| Charles Schwab & Co, Inc | Chicago | IL | 07/2025 | Present |
| N/A | Chicago | IL | 04/2025 | 07/2025 |
| Harrison, Llp | Chicago | IL | 10/2020 | 03/2025 |
| Katten Muchin Rosenman, Llp | Chicago | IL | 04/2019 | 08/2020 |
| Reed Smith Llp | Chicago | IL | 09/2016 | 04/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-22 |
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