Clee Octa Case

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2017 → 09/2021
  Jp Morgan Securities Llc
  Westerville, OH
• 03/2018 → 07/2020
  Idgenius, Llc
  Gahanna, OH
• 04/2020 → 12/2022
  J. P. Morgan Chase, Bank, N.A.
  Plano, TX
• 06/2023 → Present
  Charles Schwab & Co., Inc.
  Godley, TX
• 09/2016 → 09/2021
  J.P. Morgan Wealth Management
  Plano, TX
• 10/2021 → 12/2022
  Morgan Stanley Home Loan
  Irving, TX
• 12/2022 → 06/2023
  N/A
  Godley, TX
• 03/2016 → 09/2016
  Primerica, Inc
  Duluth, GA
• 09/2016 → 12/2016
  Jp Morgan Securities Llc
  Westerville, OH

Previous Registrations

• 2017-04-27 → 2021-09-25
  J.P. Morgan Securities Llc
  Westerville, OH
  Westerville, OH
  New York, NY
  Westerville, OH
  Westerville, OH
  Westerville, OH
  Westerville, OH
  San Antonio, TX
  Westerville, OH

Other Businesses

1. idQuisite, LLC | Investment Related: No | Godley, TX | Retail | Owner | Start date: 2023-04-11 | Hours Per Month: Less than 20 | Hours Spent during Security Trading: 0 | I started/registered this business with the state of TX. It is an online women's clothing retail store. I buy women's clothing wholesale and sell it on Amazon retail. 2. No Name|Investment Related:No|Advertising|Affiliate Marketer |2024-04-08|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|I do affiliate marketing on TikTok. This is not under any business name nor registration. I market/advertise health products.

Exams

• S66 Uniform Combined State Law Examination
  2017-04-18

Other Names

• Clee Octa Grace
• Clee Octa Clermont
• Clee O Case
• Clee Case
• Clee Octa Swint
• Clee Swint Grace