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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-07-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Full Time Education | Midland | MI | 08/2013 | 11/2017 |
| Unemployed | Shepherd | MI | 11/2017 | 01/2018 |
| Northwood University | Midland | MI | 09/2014 | 06/2017 |
| Midland Tennis Center | Midland | MI | 06/2017 | 11/2017 |
| Midland Community Center | Midland | MI | 01/2018 | 06/2019 |
| The Huntington National Bank | Alma | MI | 03/2019 | 11/2021 |
| The Huntington Investment Company | Alma | MI | 09/2021 | 11/2021 |
| The Huntington National Bank | Saint Louis | MI | 11/2021 | 01/2022 |
| The Huntington Investment Company | Saint Louis | MI | 11/2021 | 01/2022 |
| Huntington National Bank | Saint Louis | MI | 01/2022 | 06/2024 |
| Huntington Investment Company | Saint Louis | MI | 01/2022 | 06/2024 |
| The Huntington Investment Company | Columbus | OH | 06/2024 | 07/2026 |
| Charles Schwab & Co., Inc. | Nashville | TN | 07/2026 | Present |
| Charles Schwab Bank, Ssb | Nashville | TN | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-10 |
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