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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-05 |
| OH | RA | APPROVED | 2022-01-26 |
Branch Locations
4150 Kinross Lakes Pkwy, Richfield, OH 44286 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Richfield | OH | 01/2015 | 05/2020 |
| Charles Schwab & Co., Inc. | Richfield | OH | 12/2021 | Present |
| Charles Schwab Investment Management | Richfield | OH | 05/2020 | 12/2021 |
10/9/09,FINANCE ADVISORY COUNCIL FOR OHIO UNIVERSITY, ADVISORY BOARD MEMBER COLLEGE OF BUSINESS, COPELAND HALL ATHENS,OH , THE FINANCE ADVISORY COUNCIL (FAC) FOSTERS COMMUNICATION BETWEEN THE FACULTY OF THE FINANCE DEPARTMENT AND EXECUTIVES IN THE FIELD. THIS ENSURES THAT THE COLLEGE OF BUSINESS FINANCE CURRICULUM IS UP TODATE AND MEETS THE NEEDS OF THE BUSINESS ENVIRONMENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-02 |
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