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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-05 |
Branch Locations
2852 Ann Arbor Saline Road, Ann Arbor, MI 48103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Ann Arbor | MI | 08/2021 | Present |
| Mhsaa Official | East Lansing | MI | 08/2018 | Present |
| Menards Home Improvement | Traverse City | MI | 05/2020 | 08/2020 |
| Monster Energy Corporation | Clinton Township | MI | 06/2018 | 08/2018 |
| Hr Auto /Snow Removal | Mason | MI | 11/2019 | 04/2021 |
| Unemployed | Holt | MI | 07/2016 | 05/2018 |
| Charles Schwab Bank | Ann Arbor | MI | 09/2024 | Present |
MHSAA | Not Investment related | Holt, MI | Sports/ Physical Recreation | Registered Official | 8/31/2019 | 20 to 40 hours per month, all outside of market hours | Officiate high school football and basketball games.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-06 |
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