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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-08-03 |
Branch Locations
520 Cool Springs Blvd, Franklin, TN 37067 • United States
4012-B Hillsboro Pike Suite 103, Nashville, TN 37215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Nashville | TN | 02/2021 | Present |
| Lake Michigan Credit Union | Jenison | MI | 09/2019 | 02/2021 |
| Ridgemoor Supply | Grand Rapids | MI | 06/2016 | 12/2018 |
| Lake Michigan Credit Union | Grand Rapids | MI | 01/2019 | 04/2019 |
| College Works Painting | Grand Rapids | MI | 02/2019 | 08/2019 |
| Charles Schwab Bank, Ssb | Nashville | TN | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-02 |
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