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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| C.W. Avery Ymca | Plainfield | IL | 08/2018 | 03/2020 |
| Mizzou Recreational Facility | Columbia | MO | 03/2021 | 05/2024 |
| Unemployed | Plainfield | IL | 06/2015 | 07/2018 |
| Charles Schwab | Chicago | IL | 06/2023 | 08/2023 |
| Charles Schwab & Co., Inc. | Oak Brook | IL | 08/2024 | Present |
| Unemployed | Plainfield | IL | 03/2020 | 03/2021 |
| C.W. Avery Ymca | Plainfield | IL | 08/2018 | 03/2020 |
| Mizzou Recreational Facility | Columbia | MO | 03/2021 | 05/2024 |
| Charles Schwab Bank, Ssb | Oak Brook | IL | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-30 |
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