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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-11-29 |
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 |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 05/2022 | 09/2022 |
| Walmart, Inc. | Kent | OH | 05/2020 | 10/2022 |
| Snow Trails Winter Resort | Mansfield | OH | 11/2017 | 03/2021 |
| Navigation Wealth Management | Mansfield | OH | 05/2021 | 08/2021 |
| Kent State University | Kent | OH | 08/2019 | 05/2022 |
| North Central State College | Mansfield | OH | 08/2017 | 05/2019 |
| Student | Lucas | OH | 07/2015 | 07/2017 |
| Lpl Financial | Boston | MA | 05/2021 | 03/2022 |
| Charles Schwab & Co., Inc. | Richfield | OH | 11/2022 | Present |
| Sears Holding Co | Mansfield | OH | 06/2019 | 08/2019 |
| Charles Schwab Trust Bank, Ssb | Richfield | OH | 11/2023 | 06/2025 |
| Charles Schwab Bank, Ssb | Richfield | OH | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-09 |
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