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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-06-04 |
Branch Locations
2341 Crocker Rd, Westlake, OH 44145 • United States
4141 Heritage Center Drive, Copley, OH 44321 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Copley | OH | 11/2017 | Present |
| Skylight Financial Group | Cleveland | OH | 06/2017 | 09/2017 |
| Fedex Office & Print Center | Akron | OH | 12/2015 | 06/2017 |
| Lighthouse Wealth Solutions | Broadview Heights | OH | 01/2017 | 05/2017 |
| The University Of Akron | Akron | OH | 08/2014 | 12/2017 |
| Charles Schwab Bank, Ssb | Copley | OH | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-02 |
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