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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-29 |
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Cleveland Heights | OH | 08/2019 | 06/2020 |
| Pension Advisors | Cleveland | OH | 09/2018 | 05/2019 |
| First National Bank | Macedonia | OH | 12/2014 | 09/2018 |
| Cuyahoga Community College | North Olmsted | OH | 05/2012 | 12/2018 |
| Unemployed | Cleveland | OH | 06/2019 | 08/2019 |
| Enza Financial, Llc` | Independence | OH | 05/2021 | 09/2021 |
| Lpl Financial, Llc | Cleveland | OH | 11/2021 | 07/2026 |
| North Star Advisory Group | Beachwood | OH | 06/2020 | 03/2021 |
| Unemployed | Cleveland | OH | 04/2021 | 05/2021 |
| Global Retirement Partners | Cleveland | OH | 09/2021 | 07/2026 |
| Global Retirement Partners, Llc | Cleveland | OH | 11/2023 | 07/2026 |
| Charles Schwab & Co., Inc | Richfield | OH | 07/2026 | Present |
| Charles Schwab Bank | Richfield | OH | 07/2026 | Present |
1) A Kid Again | Investment Related:No|9347 Ravenna Rd.|Nonprofit Charitable Organizations|Associate Board Member|2021-05-01|Less than 20|0|Planning fundraisers, volunteering at fundraising events and organization events, asking for sponsorships for fundraisers, 2) Hunger Network | Investment Related:No|4415 Euclid Ave. #110|Nonprofit Charitable Organizations|Associate Board Member|2025-02-01|Less than 20|0|Plan fundraisers, volunteer at fundraising events, ask for donations and sponsorships from companies and individuals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-02 |
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