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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-23 |
Branch Locations
1001 Century Drive Unit 1, Edwardsville, IL 62025 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | St. Louis | MO | 11/2017 | 12/2022 |
| Cofco-International | Cahokia | IL | 01/2016 | 10/2017 |
| Charles Schwab And Co., Inc. | St. Louis | MO | 12/2022 | 08/2023 |
| Fidelity Investments | St. Louis | MO | 08/2023 | 08/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 08/2025 |
| Charles Schwab & Co., Inc | Edwardsville | IL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-03 |
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