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360 N. Main St. Suite 430, Royal Oak, MI 48067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-17 |
| CO | RA | APPROVED | 2025-01-01 |
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 04/2006 | 10/2018 |
| Standy Properties Llc | Lone Tree | CO | 01/2017 | Present |
| Bernard Wealth Management Corp | Birmingham | MI | 08/2019 | Present |
1) Standy Properties LLC| Not investment related| Lone Tree, CO| Real Estate/Property Management| Partner| Start 01/01/2017| Less than 20 hours/month - 0 during trading hours| My wife, brother, and I are partners in real estate investment LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-23 |
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