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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-06 |
| OH | RA | APPROVED | 2000-03-10 |
Branch Locations
277 W. Nationwide Blvd., Columbus, OH 43215-9737 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Columbus | OH | 08/1999 | Present |
| Charles Schwab Bank, Ssb | Columbus | OH | 02/2005 | Present |
| H.E.L.P. Seminars | Westerville | OH | 08/1999 | Present |
| Walking Manhattan | Westerville | OH | 01/2011 | Present |
H.E.L.P. SEMINARS, OWNER, WESTERVILLE, OH TRAINING. HOURS PER MONTH LESS THEN 20 HRS. START DATE: 08/1999 WALKING MANHATTAN START DATE 01/01/11. TRAVEL / TRASPORTATION /TOURISM OWNER, 6357 SHOWY COURT WESTERVILLE, OH 43081. HOURS PER MONTH LESS THEN 20. CATHOLIC HOMILY; 01/01/1995; WESTERVILLE, OHIO; PRESIDENT; NON-PROFIT HELP; LESS THAN 20 HOURS PER MONTH; NOT DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-24 |
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