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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-07 |
| MI | RA | APPROVED | 2023-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Troy | MI | 04/2011 | 07/2021 |
| Jp Morgan Securities Llc | Troy | MI | 10/2012 | 07/2021 |
| E*Trade Securities Llc | Birmingham | MI | 07/2021 | 07/2023 |
| E*Trade Capital Management Llc | Birmingham | MI | 07/2021 | 07/2023 |
| Morgan Stanley | Birmingham | MI | 03/2023 | 07/2023 |
| Charles Schwab & Co., Inc. | Novi | MI | 07/2023 | Present |
| Charles Schwab Bank, Ssb | Novi | MI | 07/2023 | Present |
1) 1732 Brentwood LLC | Investment Related: No | Same as residential | Other: Rental Property | Owner | Start date: 2016-04-25 | Hours Per Month: Less than 20 | Hours Spent during Security Trading: 0 | I and my husband own the home and rent it to individual familes. 2) Breezehill LLC | Investment Related: No | Same as residential | Other: I and my husband own the home and we rent to individual families | Owner | Start date: 2017-04-04 | Hours Per Month: Less than 20 | Hours Spent during Security Trading: 0 | Rent the home to individual families. 3) Brentwood 2 LLC | Investment Related: No | Same as residential | Other: I and my husband own the home and we rent to individual families | Owner | Start date: 2018-08-22 | Hours Per Month: Less than 20 | Hours Spent during Security Trading: 0 | We rent out home to individual families. 4) Mohawk LLC | Investment Related: No | Same as residential | Other: Rental Property | Owner | Start date: 2019-05-21 | Hours Per Month: Less than 20 | Hours Spent during Security Trading: 0 | I and my husband own the home and we rent to indvidual families. 5) Berkley Cummings LLC | Investment Related: No | Same as residential | Other: I and my husband own the home and we rent to individual families | Owner | Start date: 2020-02-13 | Hours Per Month: Less than 20 | Hours Spent during Security Trading: 0 | Rent home to individual families.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-21 |
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