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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-03 |
| OH | RA | APPROVED | 2021-10-13 |
| IN | RA | APPROVED | 2021-03-03 |
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 |
|---|---|---|---|---|
| Noodles And Company | Columbus | OH | 03/2016 | 12/2016 |
| Northwestern Mutual | Cleveland | OH | 12/2016 | 03/2017 |
| Charles Schwab & Co., Inc. | Richfield | OH | 03/2017 | Present |
| The Ohio State University | Mansfield / Columbus | OH | 08/2013 | 12/2016 |
| Schwab Wealth Advisory Inc | Richfield | OH | 03/2021 | Present |
1) Brecksville Cooperative Preschool | Investment Related:No|4430 Oakes Road|Brecksville|OH|44141|USA|Education|Treasurer|5/15/2026|Less than 20|0|Managing outgoing payments from the school to pay bills, organizing tax information, ensuring the balance sheet is accurate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-01 |
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