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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-02-07 |
| TX | RA | APPROVED | 2023-02-07 |
Branch Locations
8585 Broadway Ste 800, Merrillville, IN 46410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Orland Park | IL | 08/2011 | 07/2018 |
| Charles Schwab Bank | Orland Park | IL | 08/2011 | 08/2018 |
| Jp Morgan Chase Bank, N.A. | Schererville | IN | 08/2018 | 02/2023 |
| Jp Morgan Securities, Llc | Schererville | IN | 08/2018 | 02/2023 |
| Wells Fargo Clearing Services, Llc | Merrillville | IN | 02/2023 | Present |
SCHERERVILLE PARKS AND RECREATION BOARD; NOT INV. RELATED; SCHERERVILLE, IN; PRESIDENT; START DATE 12/2022; 3 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: RUN THE PARK BOARD MEETINGS AND STUDY SESSIONS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-14 |
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