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Arvada, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 06/2018 | 01/2020 |
| Charles Schwab Bank | Indianapolis | IN | 06/2018 | 01/2020 |
| Itap Labs | West Lafatette | IN | 07/2016 | 05/2018 |
| Northwestern Mutual | Chicago | IL | 05/2017 | 08/2017 |
| Purdue University | West Lafayette | IN | 08/2014 | 05/2018 |
| Jp Morgan Securities | Chicago | IL | 06/2020 | 07/2020 |
| Unemployed | Chicago | IL | 01/2020 | 06/2020 |
| Fidelity Investments | Schaumburg | IL | 07/2020 | 06/2021 |
| Fisher Investments | Tampa | FL | 06/2024 | 12/2024 |
| Advyzon Yhlsoft | Chicago | IL | 06/2021 | 10/2021 |
| Vantage Financial Partners | Arlington Heights | IL | 10/2021 | 05/2024 |
| Q3 Advisors Llc | Marble Falls | TX | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-04 |
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