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Lucero Cristina Forrest

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 2018-04-20
  • OH RA
    APPROVED
    Since 2018-04-20

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
Charles Schwab & Co., Inc. Richfield OH 09/2017 Present
Sedgwick Claims Management Independence OH 07/2017 09/2017
Fidelity Investments Merrimack NH 12/2015 05/2017
  • 09/2017 → Present
    Charles Schwab & Co., Inc.
    Richfield, OH
  • 07/2017 → 09/2017
    Sedgwick Claims Management
    Independence, OH
  • 12/2015 → 05/2017
    Fidelity Investments
    Merrimack, NH
Other Businesses

1) 311 NLF LLC|Investment Related: No|Real Estate (Non-Agent/Broker)|Owner of Rental Property|7/10/2024|Less than 20 hour/month - 0 during trading hours|I'm planning to rent my property under the LLC I created

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-20
  • S66 Uniform Combined State Law Examination
    2018-04-20
Other Names
  • Lucero Cristina Rocha Ccanihua
  • Lucero Forrest

View on SEC IAPD

Other Firms

SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
EDWARD JONES
RABE INVESTMENT CONSULTING GROUP
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

More in Richfield, OH

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