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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-14 |
Branch Locations
1209 West Chester Pike Ste 101, West Chester, PA 19382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Port Of Spain | 09/2012 | 07/2019 | |
| Unemployed | Port Of Spain | 08/2019 | 09/2020 | |
| Walgreens Pharmacy | Norristown | PA | 10/2020 | 07/2025 |
| Kpmg Llc | Philadelphia | PA | 06/2023 | 08/2023 |
| Citadel Credit Union | West Chester | PA | 06/2024 | 08/2024 |
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2025 | 03/2026 |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 07/2025 | 03/2026 |
| Citadel Federal Credit Union | West Chester | PA | 05/2026 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 05/2026 | Present |
| Cetera Investment Advisers Llc | West Chester | PA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-24 |
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