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Matthew Sean Grady

Charles Schwab & Co., Inc.

Westlake, OH

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-03-23
OH RA APPROVED 2012-05-29
  • TX RA
    APPROVED_RES
    Since 2021-03-23
  • OH RA
    APPROVED
    Since 2012-05-29

Branch Locations

2341 Crocker Rd, Westlake, OH 44145 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Westlake OH 02/2011 Present
Charles Schwab Bank Westlake OH 05/2014 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-05-24
  • S66 Uniform Combined State Law Examination
    2012-05-24

View on SEC IAPD

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PARADIGM WEALTH MANAGEMENT, LLC · WESTLAKE, OH
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