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Eric Leonard

Charles Schwab & Co., Inc.

Brookfield, WI

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-07-22
  • WI RA
    APPROVED
    Since 2024-07-22

Branch Locations

305 S Moorland Road, Brookfield, WI 53005 • 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. Brookfield WI 03/2024 Present
Chicago Fire Fc Bridgeview IL 01/2023 01/2024
Edward Jones Oregon WI 08/2021 03/2023
Forward Madison Fc Madison WI 01/2019 01/2023
Student Indianapolis IN 02/2014 01/2019
Charles Schwab Bank, Ssb Brookfield WI 03/2024 Present
  • 03/2024 → Present
    Charles Schwab & Co., Inc.
    Brookfield, WI
  • 01/2023 → 01/2024
    Chicago Fire Fc
    Bridgeview, IL
  • 08/2021 → 03/2023
    Edward Jones
    Oregon, WI
  • 01/2019 → 01/2023
    Forward Madison Fc
    Madison, WI
  • 02/2014 → 01/2019
    Student
    Indianapolis, IN
  • 03/2024 → Present
    Charles Schwab Bank, Ssb
    Brookfield, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-19
  • S66 Uniform Combined State Law Examination
    2024-07-19

View on SEC IAPD

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Other Offices

ANNEX WEALTH MANAGEMENT, LLC · BROOKFIELD, WI
RBC CAPITAL MARKETS, LLC · BROOKFIELD, WI
MARINER · BROOKFIELD, WI
M HOLDINGS SECURITIES, INC. · Brookfield, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Brookfield, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Brookfield, WI
ENTASIS ASSET MANAGEMENT LLC · Brookfield, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BROOKFIELD, WI

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