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DONALD J CASS
DONALD JEFFREY CASS
CRD#: 2858322
IA
Investment Adviser
B
Broker
CHARLES SCHWAB & CO., INC.CRD#: 5393 4150 Kinross Lakes Pkwy
Richfield, OH 44286
Registration History
199820002002200420062008201020122014201620182020202220242026IACHARLES SCHWAB & CO., INC. (CRD# 5393)2006 - Present (18 years)BCHARLES SCHWAB & CO., INC. (CRD# 5393)1998 - Present (26 years)BTHE OHIO COMPANY (CRD# 628)1997 - 1998 (1 year)
License(s)

State Registrations

B
California 6/22/1998

IA
Ohio 3/16/2006

B
Ohio 6/23/1998

SRO Registrations

B
FINRA

B
Nasdaq Stock Market

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CHARLES SCHWAB & CO., INC. (CRD#:5393)
4150 Kinross Lakes Pkwy, Richfield, OH 44286
Registered with this firm since 3/16/2006

B
CHARLES SCHWAB & CO., INC. (CRD#:5393)
4150 Kinross Lakes Pkwy, Richfield, OH 44286
Registered with this firm since 6/22/1998

Previous Registration(s)
th hidden textth hidden textNameLocation
B
04/22/1997 - 05/06/1998 THE OHIO COMPANY (CRD#:628) CINCINNATI, OH
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B
Broker
IA
Investment Adviser
Disclosures
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