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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-08-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Innovative Retirement Solutions | Linden | MI | 01/2016 | 05/2017 |
| Lpl Financial, Llc | Linden | MI | 01/2016 | 06/2017 |
| The State Bank | Fenton | MI | 07/2017 | 04/2019 |
| Cetera Investment Advisers Llc | Fenton | MI | 07/2017 | 04/2019 |
| Cetera Investment Services Llc | St.CLoud | MN | 07/2017 | 04/2019 |
| Fifth Third Securities | Brighton | MI | 05/2019 | 08/2024 |
| Fifth Third Bank | Brighton | MI | 05/2019 | 08/2024 |
| Charles Schwab & Co, Inc | Novi | MI | 08/2024 | Present |
| Charles Schwab Bank, Ssb | Novi | MI | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-06 |
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