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Shannon M Biehl

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
FL RA APPROVED 2023-06-29
OH RA APPROVED 2020-01-29
  • FL RA
    APPROVED
    Since 2023-06-29
  • OH RA
    APPROVED
    Since 2020-01-29

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
Charles Schwab & Co., Inc. Richfield OH 01/2006 Present
Charles Schwab Bank Fort Myers FL 01/2025 03/2025
Charles Schwab Trust Bank Richfield OH 03/2025 Present
  • 01/2006 → Present
    Charles Schwab & Co., Inc.
    Richfield, OH
  • 01/2025 → 03/2025
    Charles Schwab Bank
    Fort Myers, FL
  • 03/2025 → Present
    Charles Schwab Trust Bank
    Richfield, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-29
  • S66 Uniform Combined State Law Examination
    2020-01-29
Other Names
  • Shannon Marie Sopko

View on SEC IAPD

Other Firms

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
EDWARD JONES
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SIKICH FINANCIAL
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STATE FARM INVESTMENT MANAGEMENT CORP.
WAYNE D. MINICH & COMPANY, INC.

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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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