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17199 Laurel Park Dr North Suite 220, Livonia, MI 48152 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-25 |
| MI | RA | APPROVED | 2020-04-16 |
Branch Locations
17199 Laurel Park Dr North Suite 220, Livonia, MI 48152 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Novi | MI | 07/2014 | 10/2018 |
| Charles Schwab Bank | Novi | MI | 07/2014 | 10/2018 |
| White Pine Investment Co | Livonia | MI | 12/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-29 |
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