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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-04-05 |
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 |
|---|---|---|---|---|
| Kohls | Akron | OH | 04/2017 | 04/2018 |
| Crossroads Cornerstore | Norton | OH | 05/2018 | 05/2019 |
| Reality Remodeling | Tallmadge | OH | 05/2020 | 12/2020 |
| Gpd Group | Akron | OH | 05/2019 | 12/2019 |
| Penske Truck Leasing | Canton | OH | 01/2021 | 11/2021 |
| Charles Schwab & Co., Inc. | Richfield | OH | 12/2021 | Present |
| Unemployed | Barberton | OH | 01/2020 | 04/2020 |
| Unemployed | Norton | OH | 09/2015 | 03/2017 |
| Charles Schwab Bank, Ssb | Richfield | OH | 09/2025 | Present |
1) 545 JBR LLC | Investment Related:No|545 Parkview Ave|Barberton|OH|44203|USA|Real Estate (Non-Agent/Broker)|Landlord|4/1/2026|Less than 20|0|Landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-04 |
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