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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-01-05
  • MI RA
    APPROVED
    Since 2026-01-05

Branch Locations

4300 Cascade Road Se Suite 101, Grand Rapids, MI 49546 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Huntington National Bank Grand Rapids MI 05/2019 08/2019
Edp Management Holland MI 05/2016 08/2018
Unemployed Holland MI 08/2019 08/2020
Valic Financial Advisors, Inc Auburn Hills MI 08/2020 11/2025
Unemployed Holland MI 08/2018 05/2019
Agia Houston TX 12/2022 11/2025
Charles Schwab & Co., Inc. Grand Rapids MI 12/2025 Present
Charles Schwab Bank Grand Rapids MI 12/2025 Present
  • 05/2019 → 08/2019
    Huntington National Bank
    Grand Rapids, MI
  • 05/2016 → 08/2018
    Edp Management
    Holland, MI
  • 08/2019 → 08/2020
    Unemployed
    Holland, MI
  • 08/2020 → 11/2025
    Auburn Hills, MI
  • 08/2018 → 05/2019
    Unemployed
    Holland, MI
  • 12/2022 → 11/2025
    Agia
    Houston, TX
  • 12/2025 → Present
    Grand Rapids, MI
  • 12/2025 → Present
    Charles Schwab Bank
    Grand Rapids, MI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-19
  • S66 Uniform Combined State Law Examination
    2021-03-19

View on SEC IAPD

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