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William G Adams

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
TX RA APPROVED_RES 2022-01-11
OH RA APPROVED 2018-04-04
  • TX RA
    APPROVED_RES
    Since 2022-01-11
  • OH RA
    APPROVED
    Since 2018-04-04

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
Scottrade Stow OH 08/2012 03/2018
Charles Schwab & Co., Inc. Richfield OH 03/2018 Present
Charles Schwab Bank Richfield OH 01/2023 Present
  • 08/2012 → 03/2018
    Scottrade
    Stow, OH
  • 03/2018 → Present
    Charles Schwab & Co., Inc.
    Richfield, OH
  • 01/2023 → Present
    Charles Schwab Bank
    Richfield, OH
Previous Registrations
Other Businesses

1) Romeo's Pizza | Investment Related:No|854 W Maple St.|Hartville|OH|44632|USA|Restaurant/Food Services|Delivery|12/13/2011|20-40|0|Pizza delivery

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-09-21
  • S66 Uniform Combined State Law Examination
    2006-09-21
Other Names
  • Bill G. Adams
  • Bill Adams
  • William George Adams
  • William G Adams
  • William G Adams Jr
  • William George Adams
  • William Adams

View on SEC IAPD

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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

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