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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-20 |
Branch Locations
4150 Kinross Lakes Pkwy, Richfield, OH 44286 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors | Cleveland | OH | 09/2024 | 12/2024 |
| Full Time Education | Athens | OH | 02/2024 | 08/2024 |
| Mabel's Bbq | Cleveland | OH | 08/2023 | 01/2024 |
| Cleveland Clinic | Cleveland | OH | 05/2023 | 07/2023 |
| Full Time Education | Athens | OH | 11/2022 | 04/2023 |
| Jimmy John's | Athens | OH | 10/2022 | 03/2023 |
| Unemployed | Broadview Heights | OH | 01/2025 | 05/2025 |
| Full Time Education | Athens | OH | 08/2021 | 11/2022 |
| Unemployed | Broadview Heights | OH | 05/2021 | 08/2021 |
| Full Time Education | Broadview Heights | OH | 06/2015 | 05/2021 |
| Charles Schwab | Richfield | OH | 05/2025 | Present |
| Panera | Seven Hills | OH | 05/2019 | 08/2019 |
| The Zuik Company | Shaker Heights | OH | 05/2022 | 08/2022 |
| Charles Schwab Trust Bank | Richfield | OH | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-28 |
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