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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-02 |
| MI | RA | APPROVED | 2016-06-27 |
Branch Locations
12365 James Street Suite 40, Holland, MI 49424 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Holland | MI | 06/2016 | Present |
| Klk Holdings, Llc | Hudsonville | MI | 07/2016 | Present |
1) KLK Holdings LLC | Investment Related:No|Financial Services|Owner|7/20/2016|Less than 20|0.5|Entity established exclusively in connection with the rep's independent broker relationship with the firm for liability, protection and tax purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-10 |
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