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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Partsmaster A Div. Of Nch Corporation | Irving | TX | 07/2007 | 12/2020 |
| Lawson Products | Chicago | IL | 01/2021 | 04/2023 |
| Fidelity Investments | Oak Brook | IL | 04/2023 | 11/2023 |
| Lawson Products | Chicago | IL | 07/2007 | 04/2023 |
| Sylvest Advisors, Llc | Dallas | TX | 11/2023 | 07/2025 |
| Charles Schwab Bank | Chicago | IL | 07/2025 | Present |
| Charles Schwab & Co., Inc | Chicago | IL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-28 |
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