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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2000-01-01 |
Branch Locations
2341 Crocker Rd, Westlake, OH 44145 • United States
4141 Heritage Center Drive, Copley, OH 44321 • 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. | Fairlawn | OH | 05/1997 | Present |
| Charles Schwab Bank | Fairlawn | OH | 02/2005 | Present |
Wayndale Mat Backers|Investment Related:No|Treasurer for non-profit|treasurer|2022-03-14|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|provide financial reports at the monthly meeting on the inflow and out flows for the non-profit, write checks for outflow for the non-profit and make deposits to the non-profit checking account. this is a small local non profit that supports the local school wrestling program. they only have a checking acocunt and do not make any investments
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-01 |
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