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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | St. Clair Shores | MI | 04/2015 | 03/2019 |
| Citizens Securities, Inc | St Clair Shores | MI | 04/2015 | 03/2019 |
| Infinex Investments, Inc. | Meriden | CT | 04/2019 | 10/2022 |
| Flagstar Bank | Sterling Heights | MI | 04/2019 | 10/2022 |
| Unemployed | Eastpointe | MI | 03/2019 | 04/2019 |
| Unemployed | Eastpointe | MI | 10/2022 | 12/2022 |
| Charles Schwab & Co., Inc. | Eastpointe | MI | 12/2022 | Present |
1) Dre Bell Lawn Service LLC|Investment Related: No|Lawn Maintenance|Owner|1/15/2021|Less than 20 hour/month - 0 during trading hours|Provide and perform Lawn maintenance for customers locally in lower michigan, 2) Macedonia Baptist Church|Investment Related: No|14221 Southfield Road, Detroit, MI, 48223, USA|Nonprofit Charitable Organizations|Drummer|3/1/2024|Less than 20 hour/month - 0 during trading hours|Percussion Musician
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-26 |
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