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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-30 |
Branch Locations
598 Green Bay Road, Winnetka, IL 60093-2220 • United States
150 S. Wacker Drive, Chicago, IL 60606-4111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-17 |
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