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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 2025-10-30
  • IL RA
    APPROVED
    Since 2025-10-30

Branch Locations

598 Green Bay Road, Winnetka, IL 60093-2220 • United States

150 S. Wacker Drive, Chicago, IL 60606-4111 • 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
Fidelity Investments Oak Brook IL 01/2023 10/2025
United Parcel Service Coppell TX 11/2022 12/2022
Staples Glenview IL 09/2021 03/2022
Prospect Airport Services Chicago IL 04/2019 05/2019
Chasers Bar & Grill Niles IL 07/2018 05/2020
Niles Police Department Niles IL 03/2017 06/2018
Full Time Education Niles IL 09/2018 03/2022
Main East High School Park Ridge IL 08/2014 05/2018
Deloitte Investment Banking Accelerated Academy Chicago IL 07/2022 07/2022
Unemployed Niles IL 03/2022 07/2022
Unemployed Niles IL 07/2022 11/2022
Fidelity Investments Boston MA 03/2025 10/2025
Charles Schwab & Co., Inc. Winnetka IL 10/2025 Present
Charles Schwab Bank, Ssb Winnetka IL 10/2025 Present
  • 01/2023 → 10/2025
    Fidelity Investments
    Oak Brook, IL
  • 11/2022 → 12/2022
    United Parcel Service
    Coppell, TX
  • 09/2021 → 03/2022
    Staples
    Glenview, IL
  • 04/2019 → 05/2019
    Prospect Airport Services
    Chicago, IL
  • 07/2018 → 05/2020
    Chasers Bar & Grill
    Niles, IL
  • 03/2017 → 06/2018
    Niles Police Department
    Niles, IL
  • 09/2018 → 03/2022
    Full Time Education
    Niles, IL
  • 08/2014 → 05/2018
    Main East High School
    Park Ridge, IL
  • 07/2022 → 07/2022
    Deloitte Investment Banking Accelerated Academy
    Chicago, IL
  • 03/2022 → 07/2022
    Unemployed
    Niles, IL
  • 07/2022 → 11/2022
    Unemployed
    Niles, IL
  • 03/2025 → 10/2025
    Fidelity Investments
    Boston, MA
  • 10/2025 → Present
    Winnetka, IL
  • 10/2025 → Present
    Charles Schwab Bank, Ssb
    Winnetka, IL
Previous Registrations
  • 2025-03-31 → 2025-10-15
    Niles, IL
    Oak Brook, IL
    Boston, MA
  • 2023-07-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Oak Brook, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-17
S63 Uniform Securities Agent State Law Examination 2022-06-17
  • S66 Uniform Combined State Law Examination
    2023-05-17
  • S63 Uniform Securities Agent State Law Examination
    2022-06-17

View on SEC IAPD

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