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Makenzie Bailey Koah

Charles Schwab & Co., Inc.

Palm Beach Gardens, FL

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-01-03
  • FL RA
    APPROVED
    Since 2024-01-03

Branch Locations

4675 Pga Boulevard, Palm Beach Gardens, FL 33418 • 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
Anthony Thomas Columbus OH 11/2016 05/2020
North Star Cafe Columbus OH 01/2019 09/2020
Park Place Technologies Chagrin Falls OH 11/2020 03/2022
Rpm Capital Llc Cleveland OH 01/2020 06/2022
Full Time Education Columbus OH 01/2012 05/2021
Town Hall Columbus OH 01/2022 08/2023
Full Time Education Columbus OH 01/2021 05/2023
Lox Bagel Shop Columbus OH 06/2019 03/2020
Charles Schwab & Co., Inc. Palm Beach Gardens FL 09/2023 Present
Charles Schwab Bank, Ssb Palm Beach Gardens FL 09/2024 Present
1801 Watermark Drive Suite 300 Columbus OH 08/2022 11/2022
  • 11/2016 → 05/2020
    Anthony Thomas
    Columbus, OH
  • 01/2019 → 09/2020
    North Star Cafe
    Columbus, OH
  • 11/2020 → 03/2022
    Park Place Technologies
    Chagrin Falls, OH
  • 01/2020 → 06/2022
    Rpm Capital Llc
    Cleveland, OH
  • 01/2012 → 05/2021
    Full Time Education
    Columbus, OH
  • 01/2022 → 08/2023
    Town Hall
    Columbus, OH
  • 01/2021 → 05/2023
    Full Time Education
    Columbus, OH
  • 06/2019 → 03/2020
    Lox Bagel Shop
    Columbus, OH
  • 09/2023 → Present
    Charles Schwab & Co., Inc.
    Palm Beach Gardens, FL
  • 09/2024 → Present
    Charles Schwab Bank, Ssb
    Palm Beach Gardens, FL
  • 08/2022 → 11/2022
    1801 Watermark Drive Suite 300
    Columbus, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-16
  • S66 Uniform Combined State Law Examination
    2023-12-16
Other Names
  • Makenzie B Koah

View on SEC IAPD

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