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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 | 2025-01-02 |
| OH | RA | APPROVED | 2024-08-26 |
Branch Locations
4150 Kinross Lakes Pkwy, Richfield, OH 44286 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| La Pizzaria | Canton | OH | 08/2008 | 03/2017 |
| Charles Schwab & Co., Inc | Richfield | OH | 11/2016 | Present |
| Premier Bank & Trust | Fairlawn | OH | 10/2015 | 10/2016 |
| Schwab Wealth Advisory, Inc. | Richfield | OH | 08/2024 | Present |
1) Excel Pressure Wash Services LLC |NOT INVESTMENT RELATED | North Canton, OH 44720 | RETAIL | OWNER | 09/29/20 | LESS THAN 20 HPM | NONE DURING TRADING HRS | Commercial and Residential Pressure Washing Services. 2) RENTAL PROPERTY | NOT INVESTMENT-RELATED | North Canton Ohio 44720 | REAL ESTATE (NON-AGENT/BROKER) | OWNER | 1/7/2022 | HPM VARIES | NONE DURING TRADING HRS | OWNER OF RENTAL PROPERTY 3) M Bryan Enterprises LLC|Investment Related:No|Real Estate (Non-Agent/Broker)|Owner|2022-05-02|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Owner of Rental Real-estate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-29 |
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