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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-02 |
| OH | RA | APPROVED | 2011-11-10 |
Branch Locations
4141 Heritage Center Drive, Copley, OH 44321 • United States
2341 Crocker Rd, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Fairlawn | OH | 06/2004 | Present |
| Charles Schwab Bank | Fairlawn | OH | 06/2011 | Present |
1) The University of Akron Finance Advisory Board|Investment Related:No|259 South Broadway Street;Akron;OH;44325;USA|Education|Advisory Board Member|2019-08-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Serve as advisory board member to the Department of Finance with goal of offering support and professional expertise to the department, and providing advice and guidance on academic programming. 2)The University of Akron Finance Advisory Board|Investment Related:No|259 South Broadway Street;Akron;OH;44325;USA|Education|Secretary|2021-08-16|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Responsible for communication and recording of board meetings while working with the Executive Committee of the Advisory Board to offer support and professional expertise to the department and providing advice and guidance on academic programming.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-04 |
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