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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-01-10 |
Branch Locations
500 W. 22Nd Street, Oak Brook, IL 60523-1955 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chicago | IL | 06/2017 | 09/2018 |
| State Of Illinois | Homewood | IL | 09/2016 | 06/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 09/2017 | 09/2018 |
| Charles Schwab & Co., Inc. | Oak Brook | IL | 12/2018 | Present |
| Charles Schwab Bank, Ssb | Oak Brook | IL | 12/2018 | Present |
Rental Property; Landlord; Start Date: 01/01/2019; Chicago, IL; Landlord to rental unit; Generally less than 20 hours per month; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-04 |
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