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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-04-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Chicago | IL | 06/2017 | Present |
| Strategiq Commerce | Chicago | IL | 06/2016 | 05/2017 |
1) Rideshare | Investment Related:No|Travel/Transportation/Tourism|Independent Contractor|8/21/2021|Varies|0|I would like to drive for Lyft. I will be an independent contractor with them and the time commitment varies. I intend to spend my weekends driving
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-01 |
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