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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-02 |
| MI | RA | APPROVED | 2018-07-30 |
Branch Locations
2685 Tittabawassee Rd. Suite 2, Saginaw, MI 48604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tri-Star Trust Bank | Saginaw | MI | 03/2013 | 07/2018 |
| Charles Schwab & Co., Inc. | Saginaw | MI | 07/2018 | Present |
| Trsw Enterprises, Llc. | Saginaw | MI | 08/2018 | Present |
1) MICHIGAN RUST BUSTERS, LLC|Investment Related: No|Automotive Repair Services|LLC MANAGING MEMBER|10/31/2024|Less than 20 hour/month - 0 during trading hours|This is a family business with my wife, adult son and I as the only owners. My son runs the day-to-day operations. I am an investor in the business, will take of the books and reporting requirements, and will provide advice and guidance as needed. 2) Saginaw Field & Stream Club|Investment Related:No|1296 N. Gleaner Rd;Saginaw;MI;48609;USA|Nonprofit Charitable Organizations|Board of Directors|2023-03-24|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Provide guidance and direction regarding policies, by-laws and operations of the club. Assist with operations in a volunteer capacity at club events. Chair a club committee - most likely youth sports and events related. There are no financial services or investment related responsibilities. Financial responsibilities are limited to the approval of the annual budget and operating expenditures as a member of the Board. 3) WitCo Holdings, LLC|Investment Related:No|4352 Bay Road, Suite 203;Saginaw;MI;48603;US|Real Estate (Non-Agent/Broker)|Member|2026-01-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Member of a family (wife and I) real estate holding company that holds commercial property unrelated to my Schwab business 4) AWRS of Mid Michigan, LLC|Investment Related:No|4352 Bay Road, Suite 203;Saginaw;MI;48603;US|Automotive Repair Services|Member|2026-01-22|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Member of LLC formed to hold a business managed and operated by my son
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-08 |
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