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4030 Smith Road Ste 200, Cincinnati, OH 45209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-03-04 |
Branch Locations
4030 Smith Road Ste 200, Cincinnati, OH 45209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Cincinnati | OH | 10/2012 | 09/2020 |
| Charles Schwab Bank | Cincinnati | OH | 10/2012 | 09/2020 |
| Entrypoint Wealth Management | Edgewood | KY | 09/2020 | Present |
| Ctbw Llc Dba Biggby Coffee | Edgewood | KY | 06/2018 | Present |
CTBW LLC dba Biggby Coffee; Not investment-related; Edgewood, KY; Coffee Shop; CFO; Started June 2018; Up to four hours per month; 0 hours during trading hours; Oversee monthly accounting operations, preparing monthly reports, performing reconciliations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-18 |
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