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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 2025-04-10
  • MI RA
    APPROVED
    Since 2025-04-10

Branch Locations

105 Willits Street, Birmingham, MI 48009 • 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
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
  • 07/2019 → 06/2021
    Insight Global
    Detroit, MI
  • 04/2021 → 03/2025
    New York, NY
  • 01/2019 → 07/2019
    Edward Rose & Sons
    Bloomfield Hills, MI
  • 05/2015 → 08/2018
    Horticulture Services
    Waterford, MI
  • 08/2015 → 05/2018
    J.C. Penney
    Mount Pleasant, MI
  • 08/2015 → 05/2018
    Full Time Education
    Mount Pleasant, MI
  • 08/2014 → 12/2018
    Full-Time Education
    Midland, MI
  • 04/2025 → Present
    Birmingham, MI
  • 04/2025 → Present
    Charles Schwab Bank, Ssb
    Birmingham, MI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-22
  • S66 Uniform Combined State Law Examination
    2021-06-22

View on SEC IAPD

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