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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-12-18
  • CA RA
    APPROVED
    Since 2019-12-18

Branch Locations

4150 Kinross Lakes Pkwy, Richfield, OH 44286 • United States

Dover, MA • 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
Charles Schwab & Co., Inc. Boston MA 10/2012 Present
Charles Schwab Investment Advisory, Inc. Boston MA 01/2020 12/2021
  • 10/2012 → Present
    Boston, MA
  • 01/2020 → 12/2021
    Charles Schwab Investment Advisory, Inc.
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-06
S63 Uniform Securities Agent State Law Examination 2012-08-14
  • S66 Uniform Combined State Law Examination
    2020-02-06
  • S63 Uniform Securities Agent State Law Examination
    2012-08-14
Designations
Other Names
  • Michael Savage

View on SEC IAPD

Other Firms

Other Investors

Other Offices

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