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700 Commerce Drive Suite 170, Oakbrook, IL 60523 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-24 |
| IL | RA | APPROVED | 2019-12-04 |
Branch Locations
700 Commerce Drive Suite 170, Oakbrook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Minneapolis | MN | 01/2014 | 12/2019 |
| Charles Schwab Bank | Minneapolis | MN | 03/2015 | 12/2019 |
| Rothschild Wealth Llc | Oak Brook | IL | 12/2019 | Present |
| Halo Securities Llc | Oak Brook | IL | 12/2019 | 08/2023 |
| Rothschild Investment Llc | Oak Brook | IL | 04/2024 | Present |
MONEY MANAGERS INSURANCE SERVICES OAK BROOK IL LICENSED INSURANCE AGENT SINCE 6/2021 INVESTMENT RELATED ROTHSCHILD WEALTH LLC OAK BROOK IL WEALTH ADVISOR SINCE 12/2019 INVESTMENT RELATED ROTHSCHILD INVESTMENT LLC BROKER DEALER REGISTERED REPRESENTATIVE SINCE 04/2024 INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-13 |
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