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Daniel Thomas Blanchette

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 2026-08-18
  • OH RA
    APPROVED
    Since 2026-08-18

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
Crestline Hotels Corporation Indianapolis IN 09/2016 09/2017
Schulte Hospitality Group Fishers IN 11/2018 02/2019
General Hotels Corporation Indianapolis IN 09/2016 10/2017
Lido Beach Resort Sarasota FL 06/2016 09/2016
Crestline Hotels Corporation Indianapolis IN 09/2016 09/2017
Schulte Hospitality Group Fishers IN 11/2018 12/2019
General Hotels Corporation Indianapolis IN 09/2017 10/2018
Lido Beach Resort Sarasota FL 06/2016 09/2016
Charles Schwab Indianapolis IN 04/2021 02/2022
Charles Schwab & Co., Inc Richfield OH 04/2021 Present
Columbia Sussex Indianpolis IN 02/2019 04/2021
  • 09/2016 → 09/2017
    Crestline Hotels Corporation
    Indianapolis, IN
  • 11/2018 → 02/2019
    Schulte Hospitality Group
    Fishers, IN
  • 09/2016 → 10/2017
    General Hotels Corporation
    Indianapolis, IN
  • 06/2016 → 09/2016
    Lido Beach Resort
    Sarasota, FL
  • 09/2016 → 09/2017
    Crestline Hotels Corporation
    Indianapolis, IN
  • 11/2018 → 12/2019
    Schulte Hospitality Group
    Fishers, IN
  • 09/2017 → 10/2018
    General Hotels Corporation
    Indianapolis, IN
  • 06/2016 → 09/2016
    Lido Beach Resort
    Sarasota, FL
  • 04/2021 → 02/2022
    Charles Schwab
    Indianapolis, IN
  • 04/2021 → Present
    Charles Schwab & Co., Inc
    Richfield, OH
  • 02/2019 → 04/2021
    Columbia Sussex
    Indianpolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-17
S63 Uniform Securities Agent State Law Examination 2025-07-14
  • S65 Uniform Investment Adviser Law Examination
    2026-08-17
  • S63 Uniform Securities Agent State Law Examination
    2025-07-14
Other Names
  • Daniel Thomas Blanchette Jr

View on SEC IAPD

Other Firms

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
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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

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