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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insight Global | Detroit | MI | 07/2019 | 06/2021 |
| Equitable Advisors, Llc | New York | NY | 04/2021 | 03/2025 |
| Edward Rose & Sons | Bloomfield Hills | MI | 01/2019 | 07/2019 |
| Horticulture Services | Waterford | MI | 05/2015 | 08/2018 |
| J.C. Penney | Mount Pleasant | MI | 08/2015 | 05/2018 |
| Full Time Education | Mount Pleasant | MI | 08/2015 | 05/2018 |
| Full-Time Education | Midland | MI | 08/2014 | 12/2018 |
| Charles Schwab & Co., Inc. | Birmingham | MI | 04/2025 | Present |
| Charles Schwab Bank, Ssb | Birmingham | MI | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-22 |
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