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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-11-09 |
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. -Ibs- | Peoria | IL | 10/2017 | Present |
| Unemployed -Stay At Home Mother | Chillicothe | IL | 05/2014 | 08/2017 |
1) Day One | Investment Related:No|12715 n georgetowne rd|dunlap|il|61525|usa|Nonprofit Charitable Organizations|Board Secretary|5/26/2026|Less than 20|0|I record the meeting mins. Nothing with finance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-13 |
| S65 | Uniform Investment Adviser Law Examination | 2022-11-09 |
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