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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-10-29 |
Branch Locations
4141 Heritage Center Drive, Copley, OH 44321 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab And Co., Inc. | Richfield | OH | 03/2019 | Present |
| Corrigan Krause | Westlake | OH | 07/2016 | 05/2017 |
| Lou Ray Associates | Brunswick | OH | 07/2017 | 02/2019 |
| Charles Schwab Bank Ssb | Richfield | OH | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-13 |
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