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Nathan Lee Aviles

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
OH RA APPROVED 2025-05-16
  • OH RA
    APPROVED
    Since 2025-05-16

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
The Centers/El Barrio Workforce Cleveland OH 08/2016 12/2019
Charles Schwab & Co., Inc. Richfield OH 03/2021 Present
Fifth Third Bank Willoughby OH 07/2020 02/2021
Unemployed Cleveland OH 01/2020 06/2020
Charles Schwab Bank Richfield OH 10/2025 Present
  • 08/2016 → 12/2019
    The Centers/El Barrio Workforce
    Cleveland, OH
  • 03/2021 → Present
    Charles Schwab & Co., Inc.
    Richfield, OH
  • 07/2020 → 02/2021
    Fifth Third Bank
    Willoughby, OH
  • 01/2020 → 06/2020
    Unemployed
    Cleveland, OH
  • 10/2025 → Present
    Charles Schwab Bank
    Richfield, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-15
S63 Uniform Securities Agent State Law Examination 2024-02-12
  • S66 Uniform Combined State Law Examination
    2025-05-15
  • S63 Uniform Securities Agent State Law Examination
    2024-02-12
Other Names
  • Nathan Aviles

View on SEC IAPD

Other Firms

SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
EDWARD JONES
RABE INVESTMENT CONSULTING GROUP
SIKICH FINANCIAL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WAYNE D. MINICH & COMPANY, INC.

Other Investors

Holly L Rounds
GEORGE MCELROY AUSSEM
WENDI B. DEVAN-GLOVNA
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

More in Richfield, OH

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