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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 08/2022 | 10/2024 |
| Full Time Education | Normal | IL | 05/2022 | 08/2022 |
| Sherwin Williams | Bloomington | IL | 01/2021 | 05/2022 |
| Walmart | Normal | IL | 06/2020 | 01/2021 |
| Walmart | Huntley | IL | 03/2020 | 06/2020 |
| Walmart | Huntley | IL | 05/2017 | 03/2020 |
| Full Time Education | Huntley | IL | 08/2016 | 05/2017 |
| Bank Of America, N.A. | Rolling Meadows | IL | 04/2024 | 10/2024 |
| Charles Schwab | Northbrook | IL | 10/2024 | Present |
| Charles Schwab Bank | Northbrook | IL | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-13 |
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