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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-02 |
| OH | RA | APPROVED | 2019-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | Akron | OH | 11/2017 | 10/2019 |
| Blue Technologies | Cleveland | OH | 10/2016 | 11/2017 |
| Charles Schwab & Co., Inc. | Westlake | OH | 10/2019 | Present |
| Charles Schwab Bank, Ssb | Westlake | OH | 10/2019 | Present |
| Cleveland State University | Cleveland | OH | 08/2013 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-13 |
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