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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-07 |
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 |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 04/2022 | 01/2024 |
| Progressive Insurance | Mayfield Village | OH | 07/2021 | 03/2022 |
| T-Mobile | Houston | TX | 12/2016 | 07/2021 |
| Best Buy | North Riverside | IL | 07/2013 | 12/2016 |
| City Colleges Of Chicago | Chicago | IL | 08/2017 | 12/2017 |
| Charles Schwab & Co., Inc. | Orland Park | IL | 02/2024 | Present |
| Charles Schwab Bank, Ssb | Orland Park | IL | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-09 |
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