Joel Michael Manfred

Charles Schwab & Co., Inc.

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Current Employers

Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2026-01-21

MN RA
APPROVED

Since 2026-01-21

Branch Locations

3601 Minnesota Drive Suite 430, Edina, MN 55435-9878 • 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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Edina	MN	07/2023	Present
Charles Schwab Bank, Ssb	Edina	MN	07/2023	Present
Life Time Fitness	Champlin	MN	02/2015	07/2023

07/2023 → Present

Charles Schwab & Co., Inc.

Edina, MN
07/2023 → Present

Charles Schwab Bank, Ssb

Edina, MN
02/2015 → 07/2023

Life Time Fitness

Champlin, MN

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-01-21

S66 Uniform Combined State Law Examination

2026-01-21

View on SEC IAPD

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STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN

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