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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marianos | Vernon Hills | IL | 07/2018 | 08/2018 |
| Full Time Education | Vernon Hills | IL | 10/2015 | 07/2018 |
| Full Time Education | Vernon Hills | IL | 08/2018 | 05/2021 |
| Colonial Painting | Mundelein | IL | 05/2021 | 08/2021 |
| Full Time Education | Bloomington | IN | 08/2021 | 06/2022 |
| Box Enclosures | Libertyville | IL | 06/2022 | 07/2022 |
| Zero Altitude Investments | Bloomington | IN | 07/2022 | 08/2022 |
| Full Time Education | Bloomington | IN | 08/2022 | 07/2023 |
| Avista Wealth Management | Northbrook | IL | 07/2023 | 08/2023 |
| Full Time Education | Bloomington | IN | 08/2023 | 11/2024 |
| Westpoint Financial Group | Chicago | IL | 11/2024 | 04/2025 |
| Unemployed | Vernon Hills | IL | 04/2025 | 10/2025 |
| Charles Schwab & Co., Inc. | Brookfield | WI | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-16 |
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