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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-06-07 |
Branch Locations
4300 Cascade Road Se Suite 101, Grand Rapids, MI 49546 • United States
987 Wilshire Drive Suite A, Troy, MI 48084 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co | Grand Rapids | MI | 01/2005 | Present |
| Charles Schwab Bank | Grand Rapids | MI | 02/2005 | Present |
Ruffed Grouse Society & American Woodcock Society|Investment Related:No|Agriculture/Forestry/Fishing|Grand Rapids Chapter President|2017-01-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Head planning team for chapter events throughout the calendar year. No financial services or investment related responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-22 |
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