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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-05 |
| PA | RA | APPROVED | 2024-05-09 |
| TX | RA | APPROVED_RES | 2021-06-01 |
Branch Locations
500 W. 22Nd Street, Oak Brook, IL 60523-1955 • 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Oak Brook | PA | 04/2018 | Present |
| Godaddy.cOm, Llc | Gilbert | AZ | 11/2016 | 04/2018 |
| Arizona Game & Fish Department | Phoenix | AZ | 08/2014 | 11/2016 |
| Charles Schwab Bank, Ssb | Oak Brook | PA | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-19 |
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