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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 2026-08-30
  • OH RA
    APPROVED
    Since 2026-08-30

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
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
  • 05/2018 → 06/2018
    Penn Station
    Akron, OH
  • 06/2017 → Present
    Drake's Landing Banquet Center
    Canfield, OH
  • 06/2022 → Present
    Charles Schwab
    Richfield, OH
  • 08/2016 → 05/2017
    Unemployed
    Akron, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-28
S63 Uniform Securities Agent State Law Examination 2025-02-03
  • S66 Uniform Combined State Law Examination
    2026-08-28
  • S63 Uniform Securities Agent State Law Examination
    2025-02-03

View on SEC IAPD

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