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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-05 |
Branch Locations
7702 N. Grand Prairie Drive Unit A, Peoria, IL 61615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-20 |
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