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200 E Big Beaver Rd Ste 132, Troy, MI 48083 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-11-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Novi | MI | 02/2015 | 05/2023 |
| Charles Schwab Bank | Novi | MI | 02/2015 | 05/2023 |
| Cgt Enterprises | Novi | MI | 03/2015 | Present |
| M1 Capital Management | Bloomfield Hills | MI | 05/2023 | 08/2026 |
| Integrity Alliance, Llc | Novi | MI | 08/2026 | Present |
1) CGT Enterprises, start date 03/07/2016, Real Estate/Property Management, Novi MI. Principal Real Estate investor.Hours per month less then 20 2) Reardon Properties; 41798 Independence Drive Novi, MI 48377; Investment Related- Yes; Rental Real Estate; Owner; Start date 5/15/2014; 2 hours per month; 0 hours per month during trading hours; Property Management Property Evaluation 3) Reardon Wealth Management; 41798 Independence Drive Novi, MI 48377; Investment Related- yes; Single Member S Corp RIA; Owner; Start date 03/03/2025; 100 hours per month; 50 hours per month during trading hours; Owner Operator of Wealth Management Firm
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-01 |
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