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Kevin J Kunz

Charles Schwab & Co., Inc.

Sylvania, OH

Novi, MI

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-21
  • OH RA
    APPROVED
    Since 2025-03-21

Branch Locations

5800 Monroe St Bldg. F, Suite 10, Sylvania, OH 43560-2263 • United States

43251 Crescent Blvd, Novi, MI 48375 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scottrade, Inc. Cincinnati OH 01/2003 09/2018
Td Ameritrade, Inc. Toledo OH 02/2018 12/2022
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 12/2022
Charles Schwab And Co., Inc. Cincinnati OH 12/2022 11/2023
Fidelity Investments Perrysburg OH 11/2023 Present
Td Ameritrade Investment Management, Llc Toledo OH 10/2020 12/2022
Charles Schwab Sylvania OH 01/2022 11/2023
Fidelity Investments Perrysburg OH 11/2023 03/2025
Charles Schwab & Co., Inc. Sylvania OH 03/2025 Present
Charles Schwab Bank, Ssb Sylvania OH 03/2025 Present
  • 01/2003 → 09/2018
    Scottrade, Inc.
    Cincinnati, OH
  • 02/2018 → 12/2022
    Td Ameritrade, Inc.
    Toledo, OH
  • 02/2018 → 12/2022
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 12/2022 → 11/2023
    Charles Schwab And Co., Inc.
    Cincinnati, OH
  • 11/2023 → Present
    Fidelity Investments
    Perrysburg, OH
  • 10/2020 → 12/2022
    Td Ameritrade Investment Management, Llc
    Toledo, OH
  • 01/2022 → 11/2023
    Charles Schwab
    Sylvania, OH
  • 11/2023 → 03/2025
    Fidelity Investments
    Perrysburg, OH
  • 03/2025 → Present
    Charles Schwab & Co., Inc.
    Sylvania, OH
  • 03/2025 → Present
    Charles Schwab Bank, Ssb
    Sylvania, OH
Previous Registrations
  • 2023-12-16 → 2025-03-03
    Fidelity Personal And Workplace Advisors
    Perrysburg, OH
  • 2022-01-27 → 2023-11-13
    Charles Schwab & Co., Inc.
    Sylvania, OH
  • 2018-02-26 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Toledo, OH
    Sylvania, OH
  • 2018-02-27 → 2022-10-14
    Td Ameritrade, Inc.
    Sylvania, OH
  • 2017-02-10 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-10
S63 Uniform Securities Agent State Law Examination 2003-07-16
  • S66 Uniform Combined State Law Examination
    2017-02-10
  • S63 Uniform Securities Agent State Law Examination
    2003-07-16
Other Names
  • Kevin Kunz
  • Kevin J Kunz
  • Kevin John Kunz

View on SEC IAPD

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Other Offices

VENTURE VISIONARY PARTNERS LLC · SYLVANIA, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Sylvania, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Sylvania, OH
LPL FINANCIAL LLC · SYLVANIA, OH
PFS INVESTMENTS INC. · SYLVANIA, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · TOLEDO, OH
UBS FINANCIAL SERVICES INC. · SYLVANIA, OH
J.P. MORGAN SECURITIES LLC · Sylvania, OH

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