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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-08-09 |
Branch Locations
14225 95Th Ave Suite 422, Orland Park, IL 60462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Barrington | IL | 08/2014 | 01/2019 |
| Charles Schwab Bank | Barrington | IL | 05/2016 | 01/2019 |
| Jp Morgan Securities, Llc | Glendale Heights | IL | 02/2019 | 05/2022 |
| Jp Morgan Chase Bank, N.A. | Glendale Heights | IL | 02/2019 | 05/2022 |
| Charles Schwab & Co., Inc. | Orland Park | IL | 06/2022 | Present |
| Charles Schwab Bank, Ssb | Orland Park | IL | 06/2022 | Present |
1) Mavericks Swim Club | Investment Related:No|1701 Quincy Ave #28|Naperville|Illinois|60540|United States|Sports/Physical Recreation|Assistant Swim Coach|8/1/2016|Less than 20|0|I help coach a children's swim club
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-14 |
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