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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-07 |
| OH | RA | APPROVED | 2025-03-31 |
Branch Locations
3750 W Market St Unit A, Fairlawn, OH 44333-4803 • United States
Hudson, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co,Inc | Richfield | OH | 06/2011 | 02/2022 |
| Charles Schwab Bank | Richfield | OH | 08/2012 | 02/2022 |
| Fidelity Investments | Fairlawn | OH | 03/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-26 |
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