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Adrian Byrd

Charles Schwab & Co., Inc.

Northbrook, IL

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-07-20
  • IL RA
    APPROVED
    Since 2024-07-20

Branch Locations

445 Skokie Blvd, Northbrook, IL 60062 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jp Morgan Securities Llc Chicago IL 08/2014 03/2017
Jp Morgan Chase Bank Chicago IL 09/2012 03/2017
Scottrade, Inc. Park Ridge IL 04/2017 03/2018
E*Trade Securities Llc Chicago IL 03/2018 02/2021
E*Trade Capital Management Llc Chicago IL 03/2018 07/2024
Fidelity Investments Westlake TX 02/2021 07/2024
Charles Schwab & Co., Inc. Northbrook IL 06/2024 Present
Charles Schwab Bank Northbrook IL 06/2024 Present
  • 08/2014 → 03/2017
    Jp Morgan Securities Llc
    Chicago, IL
  • 09/2012 → 03/2017
    Jp Morgan Chase Bank
    Chicago, IL
  • 04/2017 → 03/2018
    Scottrade, Inc.
    Park Ridge, IL
  • 03/2018 → 02/2021
    E*Trade Securities Llc
    Chicago, IL
  • 03/2018 → 07/2024
    E*Trade Capital Management Llc
    Chicago, IL
  • 02/2021 → 07/2024
    Fidelity Investments
    Westlake, TX
  • 06/2024 → Present
    Charles Schwab & Co., Inc.
    Northbrook, IL
  • 06/2024 → Present
    Charles Schwab Bank
    Northbrook, IL
Previous Registrations
  • 2021-03-30 → 2024-07-17
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2018-03-16 → 2021-02-24
    Harrisdirect Llc
    Chicago, IL
    Arlington, VA
    Chicago, IL
  • 2017-09-25 → 2018-03-07
    Scottrade Investment Management
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-25
S63 Uniform Securities Agent State Law Examination 2013-12-05
  • S66 Uniform Combined State Law Examination
    2017-09-25
  • S63 Uniform Securities Agent State Law Examination
    2013-12-05

View on SEC IAPD

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