Best Investors Account Sign in
Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-02-05
  • IL RA
    APPROVED
    Since 2026-02-05

Branch Locations

7702 N. Grand Prairie Drive Unit A, Peoria, IL 61615 • 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
Heartland Bank & Trust Company Bloomington IL 05/2020 08/2025
Charles Schwab & Co., Inc. Peoria IL 08/2025 Present
County Of Mclean Bloomington IL 05/2019 05/2020
County Of Mclean Bloomington IL 08/2018 05/2019
Full Time Education Normal IL 08/2015 05/2019
  • 05/2020 → 08/2025
    Heartland Bank & Trust Company
    Bloomington, IL
  • 08/2025 → Present
    Peoria, IL
  • 05/2019 → 05/2020
    County Of Mclean
    Bloomington, IL
  • 08/2018 → 05/2019
    County Of Mclean
    Bloomington, IL
  • 08/2015 → 05/2019
    Full Time Education
    Normal, IL
Other Businesses

1) Illinois State University Farm House Association Inc. | Investment Related:No|805 Frankling Ave|Other|Treasurer|1983-06-16|Less than 20|0|Managing checking/savings accounts, collecting information for tax return filing, and annual non for-profit filings with the State of Illinois

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-01-20
  • S63 Uniform Securities Agent State Law Examination
    2026-01-20
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Peoria, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor