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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-13 |
Branch Locations
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Clermont, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 12/2013 | 07/2026 |
| Schwab Wealth Advisory Inc | Orlando | FL | 06/2020 | 07/2026 |
| Hightower Advisors, Llc | Chicago | IL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-21 |
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