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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 2025-08-21
  • OH RA
    APPROVED
    Since 2025-08-21

Branch Locations

2341 Crocker Rd, Westlake, OH 44145 • United States

4141 Heritage Center Drive, Copley, OH 44321 • 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
1255 Fifth Avenue Condominium New York NY 07/2019 09/2019
Capalino + Company New York NY 07/2017 08/2017
Fanton Logistics, Inc. Pepper Pike OH 01/2021 11/2023
Full Time Education New York NY 09/2016 05/2020
Charles Schwab & Co., Inc. Richfield OH 12/2023 Present
Unemployed Pepper Pike OH 06/2020 12/2020
Charles Schwab Bank Richfield OH 12/2025 Present
  • 07/2019 → 09/2019
    1255 Fifth Avenue Condominium
    New York, NY
  • 07/2017 → 08/2017
    Capalino + Company
    New York, NY
  • 01/2021 → 11/2023
    Fanton Logistics, Inc.
    Pepper Pike, OH
  • 09/2016 → 05/2020
    Full Time Education
    New York, NY
  • 12/2023 → Present
    Richfield, OH
  • 06/2020 → 12/2020
    Unemployed
    Pepper Pike, OH
  • 12/2025 → Present
    Charles Schwab Bank
    Richfield, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-15
  • S66 Uniform Combined State Law Examination
    2025-08-15

View on SEC IAPD

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