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100 Coliseum Drive, Cohoes, NY 12047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-07 |
Branch Locations
1301 W. Long Lake Rd Suite 360, Troy, MI 48098 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Troy | MI | 09/2021 | 12/2022 |
| Charles Schwab Bank, Ssb | Troy | MI | 09/2021 | 12/2022 |
| Michigan Financial Companies | Southfield | MI | 06/2020 | 08/2021 |
| Ubs Financial Services Inc. | Birmingham | MI | 06/2019 | 08/2019 |
| Forest Lake Country Club | Bloomfield Hills | MI | 05/2018 | 08/2018 |
| Birmingham Athletic Club | Bloomfield Hills | MI | 05/2016 | 08/2017 |
| Michigan State University | East Lansing | MI | 08/2019 | 06/2020 |
| Michigan State University | East Lansing | MI | 08/2017 | 05/2018 |
| Michigan State University | East Lansing | MI | 08/2018 | 06/2019 |
| Cadaret Grant & Co., Inc. | Bingham Farms | MI | 01/2023 | 04/2025 |
| Spartan Wealth Management | Bingham Farms | MI | 11/2024 | 04/2025 |
| Goldman Sachs And Co.LLc | New York | NY | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-09 |
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