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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-21 |
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 |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-15 |
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