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Chad Thomas Klemens

Charles Schwab & Co., Inc.

Copley, OH

Westlake, 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
OH RA APPROVED 2022-01-27
  • OH RA
    APPROVED
    Since 2022-01-27

Branch Locations

4141 Heritage Center Drive, Copley, OH 44321 • United States

2341 Crocker Rd, Westlake, OH 44145 • 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
Scottrade, Inc. Cleveland OH 10/1998 09/2018
Td Ameritrade, Inc. Fairlawn OH 02/2018 12/2022
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 12/2022
Charles Schwab And Co., Inc. Fairlawn OH 12/2022 Present
Charles Schwab Bank Fairlawn OH 12/2022 Present
  • 10/1998 → 09/2018
    Scottrade, Inc.
    Cleveland, OH
  • 02/2018 → 12/2022
    Td Ameritrade, Inc.
    Fairlawn, OH
  • 02/2018 → 12/2022
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 12/2022 → Present
    Charles Schwab And Co., Inc.
    Fairlawn, OH
  • 12/2022 → Present
    Charles Schwab Bank
    Fairlawn, OH
Previous Registrations
  • 2018-02-26 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Fairlawn, OH
    Fairlawn, OH
    Copley, OH
  • 2018-02-27 → 2022-10-14
    Td Ameritrade, Inc.
    Copley, OH
    Westlake, OH
    Copley, OH
    Copley, OH
  • 2017-02-14 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-14
S63 Uniform Securities Agent State Law Examination 2000-04-04
  • S66 Uniform Combined State Law Examination
    2017-02-14
  • S63 Uniform Securities Agent State Law Examination
    2000-04-04

View on SEC IAPD

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LAWRENCE WALTER PELLAND
IAN WILLIAM MCCLOUD
MARK K MILLAR
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Other Offices

ALDA ADVISORS, INC. · Akron, OH
PNC WEALTH MANAGEMENT LLC · AKRON, OH
SYMPHONY FINANCIAL SERVICES, INC. · AKRON, OH
LPL FINANCIAL LLC · AKRON, OH
UBS FINANCIAL SERVICES INC. · AKRON, OH
OELSCHLAGER INVESTMENTS · AKRON, OH
BULLINGTON CAPITAL MANAGEMENT, LLC · AKRON, OH
VOYA FINANCIAL ADVISORS, INC. · Akron, OH

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