Benjamin Kurtz

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-04-29

Branch Locations

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

Organization	City	State	From	To
University Of Wisconsin La Crosse	La Crosse	WI	09/2013	12/2016
Fidelity Investments	Raleigh	NC	10/2020	04/2026
Shade Winery	Athens	WI	02/2020	07/2020
Rainbow International Restoration Of Southeast Ohio	Athens	OH	03/2018	01/2020
Restaurant Salaam	Athens	OH	08/2017	04/2019
The Courtyard By Marriott	La Crosse	WI	01/2015	07/2017
The Waterfront Restaurant And Tavern	La Crosse	WI	04/2016	03/2017
Unemployed	Athens	OH	08/2020	09/2020
Fidelity Investments	Boston	MA	03/2025	04/2026
Charles Schwab & Co, Inc	Charlotte	NC	04/2026	Present
Charles Schwab Bank, Ssb	Charlotte	NC	04/2026	Present

09/2013 → 12/2016

University Of Wisconsin La Crosse

La Crosse, WI
10/2020 → 04/2026

Fidelity Investments

Raleigh, NC
02/2020 → 07/2020

Shade Winery

Athens, WI
03/2018 → 01/2020

Rainbow International Restoration Of Southeast Ohio

Athens, OH
08/2017 → 04/2019

Restaurant Salaam

Athens, OH
01/2015 → 07/2017

The Courtyard By Marriott

La Crosse, WI
04/2016 → 03/2017

The Waterfront Restaurant And Tavern

La Crosse, WI
08/2020 → 09/2020

Unemployed

Athens, OH
03/2025 → 04/2026

Fidelity Investments

Boston, MA
04/2026 → Present

Charles Schwab & Co, Inc

Charlotte, NC
04/2026 → Present

Charles Schwab Bank, Ssb

Charlotte, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-01-06
S63	Uniform Securities Agent State Law Examination	2021-06-25

Other Firms