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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments Instituional Operations Company | Covington | KY | 09/2017 | 02/2019 |
| Fidelity Investments Instituional Operations Company | Covington | KY | 09/2016 | 09/2017 |
| Ourback Steak House | Cincinnati | OH | 04/2011 | 10/2016 |
| Fidelity Brokerage Services, Llc | Covington | KY | 02/2019 | 05/2024 |
| Fidelity Personal And Workplace Advisors | Covington | KY | 11/2019 | 05/2024 |
| Fidelity Brokerage Services Llc | Covington | KY | 09/2017 | 10/2017 |
| Tiaa | Cincinnati | OH | 06/2024 | 02/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | Cincinnati | OH | 06/2024 | 02/2025 |
| Charles Schwab & Co., Inc. | Cincinnati | OH | 03/2025 | Present |
| Charles Schwab Bank, Ssb | Cincinnati | OH | 03/2025 | Present |
1) K. Ryan Carpenter | Investment Related:No|Performing/Fine Arts|Composer |5/14/2026|Less than 20|0|N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-08 |
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