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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 2014-01-02
  • OH RA
    APPROVED
    Since 2014-01-02

Branch Locations

4150 Kinross Lakes Pkwy, Richfield, OH 44286 • United States

11800 Schwab Way, Austin, TX 78758 • 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
Charles Schwab & Co., Inc. Richfield OH 10/2008 Present
Schwab Retirement Plan Services, Inc. Richfield OH 01/2011 12/2018
  • 10/2008 → Present
    Richfield, OH
  • 01/2011 → 12/2018
    Schwab Retirement Plan Services, Inc.
    Richfield, OH
Other Businesses

Welcome To The Pit, LLC; Co-owner/Attendant; Start date 02/01/18; Akron, OH; Manage the gym and sign up members; Generally more than 40 hours per month; Not investment related

View on SEC IAPD

Other Firms

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