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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-01-02 |
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 | 02/2006 | Present |
| Rental Property | Uniontown | OH | 10/2013 | Present |
| Schwab Wealth Advisory Inc | Richfield | OH | 10/2021 | Present |
1) Rental Property | Investment Related:No|2430 Island Dr Unit A|Uniontown|OH|44685|USA|Real Estate (Non-Agent/Broker)|Owner|10/1/2013|Less than 20|0|I would like to purchase this above listed property and rent it. I will serve as the landlord to collect rent and call upon service professionals for any unexpected maintance for inside issues. HOA covers all outside
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-09 |
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