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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-04-16 |
Branch Locations
500 W. 22Nd Street, Oak Brook, IL 60523-1955 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Deerfield | IL | 02/2017 | 03/2019 |
| Self Employed | Mt Prospect | IL | 11/2015 | 02/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 04/2017 | 04/2019 |
| Charles Schwab & Co., Inc. | Oak Brook | IL | 04/2019 | Present |
| Charles Schwab Bank, Ssb | Oak Brook | IL | 04/2019 | Present |
1) Rental Unit | Investment Related:No|2809 Odlum Dr|Schaumburg|IL|60194|USA|Real Estate (Non-Agent/Broker)|Owner|3/1/2014|Less than 20|0|My wife and I own this property and rent it out
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-02 |
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