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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 2026-05-15
  • OH RA
    APPROVED
    Since 2026-05-15

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
Panera Bread Mcmurray PA 02/2015 02/2018
Sogeti Athens OH 06/2020 06/2020
Center For Professional Commun Athens OH 08/2018 05/2021
Monster Energy Up And Up Festi Athens OH 12/2018 05/2019
Global Consulting Program Dijon 05/2019 06/2020
Full Time Education Athens OH 08/2017 05/2021
Extended Travel Mcmurray PA 05/2021 09/2021
Charles Schwab & Co., Inc. Richfield OH 11/2021 Present
  • 02/2015 → 02/2018
    Panera Bread
    Mcmurray, PA
  • 06/2020 → 06/2020
    Sogeti
    Athens, OH
  • 08/2018 → 05/2021
    Center For Professional Commun
    Athens, OH
  • 12/2018 → 05/2019
    Monster Energy Up And Up Festi
    Athens, OH
  • 05/2019 → 06/2020
    Global Consulting Program
    Dijon
  • 08/2017 → 05/2021
    Full Time Education
    Athens, OH
  • 05/2021 → 09/2021
    Extended Travel
    Mcmurray, PA
  • 11/2021 → Present
    Richfield, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-15
S63 Uniform Securities Agent State Law Examination 2026-01-21
  • S66 Uniform Combined State Law Examination
    2026-05-15
  • S63 Uniform Securities Agent State Law Examination
    2026-01-21

View on SEC IAPD

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