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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-13 |
| IL | RA | APPROVED | 2019-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Evanston | IL | 08/2015 | 06/2019 |
| Tiaa-Cref Individual & Institutional Services, Llc | Evanston | IL | 08/2015 | 06/2019 |
| Charles Schwab & Co., Inc. | Northbrook | IL | 07/2019 | Present |
| Charles Schwab Bank | Northbrook | IL | 07/2019 | Present |
1) NSSRA | Investment Related:No|1221 County Line Road|Highlane Park|Illinois|60035|USA|Sports/Physical Recreation|Referee|11/15/2022|Less than 20|0|I will referee basketball games for NSSRA (North Suburban Special Recreation Association) on Tuesday night from 6:30 pm to 8:15 pm starting in November and ending in February. I will be paid $25 a game I referee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-14 |
| S65 | Uniform Investment Adviser Law Examination | 2006-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-10 |
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