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Adam Michael Gill

Charles Schwab & Co., Inc.

Richfield, OH

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-08-22
  • OH RA
    APPROVED
    Since 2025-08-22

Branch Locations

4150 Kinross Lakes Pkwy, Richfield, OH 44286 • 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
Sustainable Transformations Granville OH 12/2016 01/2017
Full Time Education Sarasota FL 08/2016 05/2017
Full Time Education Sarasota FL 08/2019 05/2020
Full Time Education Sarasota FL 08/2017 05/2018
Full Time Education Sarasota FL 08/2020 05/2021
Emcee Electronics Venice FL 05/2017 07/2017
Sustainable Transformations Mount Gilead OH 05/2018 08/2019
Sustainable Transformations Mount Gilead OH 05/2020 06/2020
New College Of Florida Sarasota FL 08/2020 05/2021
Sustainable Transformations Mount Gilead OH 05/2021 12/2021
Kroger Mount Gilead OH 03/2022 02/2024
Ohio State University Mansfield OH 11/2023 04/2025
Charles Schwab & Co., Inc. Richfield OH 05/2025 Present
Charles Schwab Trust Bank Richfield OH 05/2025 Present
  • 12/2016 → 01/2017
    Sustainable Transformations
    Granville, OH
  • 08/2016 → 05/2017
    Full Time Education
    Sarasota, FL
  • 08/2019 → 05/2020
    Full Time Education
    Sarasota, FL
  • 08/2017 → 05/2018
    Full Time Education
    Sarasota, FL
  • 08/2020 → 05/2021
    Full Time Education
    Sarasota, FL
  • 05/2017 → 07/2017
    Emcee Electronics
    Venice, FL
  • 05/2018 → 08/2019
    Sustainable Transformations
    Mount Gilead, OH
  • 05/2020 → 06/2020
    Sustainable Transformations
    Mount Gilead, OH
  • 08/2020 → 05/2021
    New College Of Florida
    Sarasota, FL
  • 05/2021 → 12/2021
    Sustainable Transformations
    Mount Gilead, OH
  • 03/2022 → 02/2024
    Kroger
    Mount Gilead, OH
  • 11/2023 → 04/2025
    Ohio State University
    Mansfield, OH
  • 05/2025 → Present
    Charles Schwab & Co., Inc.
    Richfield, OH
  • 05/2025 → Present
    Charles Schwab Trust Bank
    Richfield, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-29
S63 Uniform Securities Agent State Law Examination 2024-05-09
  • S65 Uniform Investment Adviser Law Examination
    2024-05-29
  • S63 Uniform Securities Agent State Law Examination
    2024-05-09

View on SEC IAPD

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SIKICH FINANCIAL
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STATE FARM INVESTMENT MANAGEMENT CORP.
WAYNE D. MINICH & COMPANY, INC.

Other Investors

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GEORGE MCELROY AUSSEM
WENDI B. DEVAN-GLOVNA
Kurt U Shore
BRADFORD CHARLES BURGESS
MARCI M STEWART
Elizabeth Loveman
HARLYNN J M J HOBBS

Other Offices

SCHWAB WEALTH ADVISORY, INC. · Richfield, OH
SCHWAB WEALTH ADVISORY, INC. · Richfield, OH
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC · Richfield, OH
EDWARD JONES · Richfield, OH
RABE INVESTMENT CONSULTING GROUP · RICHFIELD, OH
SIKICH FINANCIAL · Richfield, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Richfield, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Richfield, OH

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