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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2008-05-07 |
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 | 01/2008 | Present |
| Charles Schwab Bank, Ssb | Richfield | OH | 09/2025 | Present |
Copley Lacrosse Club|Investment Related:No|Sports/Physical Recreation|Vice President|2026-03-16|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Provide oversight and administration for the non-profit Copley Youth Lacrosse Club handling expense requests and providing reimbursement for team expenses as needed from the club's checking account.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-11 |
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