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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-12-10 |
| TX | RA | APPROVED | 2024-12-10 |
Branch Locations
100 S. Wacker Dr. Suite 220, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs &Co | Chicago | IL | 01/2013 | 10/2016 |
| Scottrade, Inc. | Schaumburg | IL | 11/2016 | 05/2017 |
| Printwithme | Chicago | IL | 05/2017 | 05/2018 |
| Gympass | Chicago | IL | 05/2018 | 11/2018 |
| Allstate | Northbrook | IL | 11/2018 | 02/2021 |
| Charles Schwab & Co., Inc. | Chicago | IL | 03/2021 | Present |
| Charles Schwab Bank, Ssb | Oak Brook | IL | 03/2021 | 12/2024 |
| Td Ameritrade Inc. | Oak Brook | IL | 06/2023 | 06/2024 |
| Schwab Wealth Advisory, Inc | Chicago | IL | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-07 |
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