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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-08-29 |
| TX | RA | APPROVED | 2024-08-29 |
Branch Locations
100 S. Wacker Dr. Suite 220, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Hollywood | FL | 05/2007 | 07/2024 |
| Charles Schwab & Co, Inc | Chicago | IL | 07/2024 | Present |
| Schwab Wealth Advisory, Inc | Chicago | IL | 07/2024 | Present |
Rental property, Fort Lauderdale, FL; Business investment related; start date of business affiliation: 7/1/11; Title/duties: landlord; 0 hours devoted each month during and outside of security trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-30 |
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