Marlo Anne Chambers

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2025-09-24

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Barrington	IL	03/1994	07/2017
Charles Schwab Bank	Barrington	IL	02/2005	07/2017
Tiaa-Cref Individual & Institutional Services, Llc	Chicago	IL	08/2017	09/2020
Tiaa	Chicago	IL	08/2017	09/2020
Charles Schwab & Co., Inc.	Barrington	IL	11/2020	10/2023
Charles Schwab Bank Ssb	Barrington	IL	11/2020	10/2023
Morgan Stanley	Barrington	IL	11/2023	09/2025
Ameriprise Financial Services, Llc	Barrington	IL	09/2025	Present

03/1994 → 07/2017

Charles Schwab & Co., Inc.

Barrington, IL
02/2005 → 07/2017

Charles Schwab Bank

Barrington, IL
08/2017 → 09/2020

Tiaa-Cref Individual & Institutional Services, Llc

Chicago, IL
08/2017 → 09/2020

Tiaa

Chicago, IL
11/2020 → 10/2023

Charles Schwab & Co., Inc.

Barrington, IL
11/2020 → 10/2023

Charles Schwab Bank Ssb

Barrington, IL
11/2023 → 09/2025

Morgan Stanley

Barrington, IL
09/2025 → Present

Ameriprise Financial Services, Llc

Barrington, IL

2023-11-08 → 2025-09-05

Morgan Stanley

Barrington, IL
2020-12-03 → 2023-11-08

Charles Schwab & Co., Inc.

South Barrington, IL

Northbrook, IL
2017-08-23 → 2020-11-13

Tiaa-Cref Individual & Institutional Services, Llc

Chicago, IL
1999-04-08 → 2017-08-03

Charles Schwab & Co., Inc.

Schaumburg, IL

Barrington, IL

South Barrington, IL

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1993-12-27
S63	Uniform Securities Agent State Law Examination	1993-10-27

Other Firms