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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-30 |
Branch Locations
4150 Kinross Lakes Pkwy, Richfield, OH 44286 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Station | Akron | OH | 05/2018 | 06/2018 |
| Drake's Landing Banquet Center | Canfield | OH | 06/2017 | Present |
| Charles Schwab | Richfield | OH | 06/2022 | Present |
| Unemployed | Akron | OH | 08/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-03 |
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