Best Investors Account Sign in

Eric Shafran

Charles Schwab & Co., Inc.

Richfield, OH

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-09-09
  • OH RA
    APPROVED
    Since 2025-09-09

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
Datassist, Ltd Solon OH 01/2012 12/2021
Flour Restaurant Moreland Hills OH 05/2012 02/2022
Charles Schwab & Co., Inc. Richfield OH 04/2022 Present
Charles Schwab Bank, Ssb Richfield OH 08/2025 Present
  • 01/2012 → 12/2021
    Datassist, Ltd
    Solon, OH
  • 05/2012 → 02/2022
    Flour Restaurant
    Moreland Hills, OH
  • 04/2022 → Present
    Charles Schwab & Co., Inc.
    Richfield, OH
  • 08/2025 → Present
    Charles Schwab Bank, Ssb
    Richfield, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-08
S63 Uniform Securities Agent State Law Examination 2024-09-16
  • S65 Uniform Investment Adviser Law Examination
    2025-09-08
  • S63 Uniform Securities Agent State Law Examination
    2024-09-16
Other Names
  • Eric Benjamin Shafran
  • Eric Benjamin Shafran

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

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor