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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-05 |
Branch Locations
1111 E Michigan Avenue Suite 205, East Lansing, MI 48823-4050 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwfs Equities, Inc. | Greenwood Village | CO | 08/2014 | 09/2018 |
| Tiaa | East Lansing | MI | 09/2018 | 03/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | East Lansing | MI | 09/2018 | 03/2025 |
| New York Life Insurance Company | Grand Rapids | MI | 06/2025 | 07/2026 |
| New York Life Securities Llc | Grand Rapids | MI | 06/2025 | 07/2026 |
| Eagle Strategies Llc | Okemos | MI | 07/2025 | 07/2026 |
| Unemployed | East Lansing | MI | 03/2025 | 06/2025 |
| Charles Schwab & Co., Inc. | East Lansing | MI | 07/2026 | Present |
| Charles Schwab Bank, Ssb | East Lansing | MI | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-17 |
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