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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-11-14 |
Branch Locations
2852 Ann Arbor Saline Road, Ann Arbor, MI 48103 • United States
987 Wilshire Drive Suite A, Troy, MI 48084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Community Financial Credit Union | Plymouth | MI | 09/2019 | 10/2023 |
| Panera Bread | Livonia | MI | 10/2014 | 09/2019 |
| Chipotle | Canton | MI | 12/2016 | 12/2016 |
| Livonia Parks And Rec | Livonia | MI | 01/2017 | 03/2017 |
| Lpl Financial, Llc | Plymouth | MI | 09/2021 | 10/2023 |
| Charles Schwab & Co., Inc. | Ann Arbor | MI | 11/2023 | 11/2024 |
| Charles Schwab Bank, Ssb | Ann Arbor | MI | 11/2023 | 11/2024 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 11/2024 | 10/2025 |
| Empower Financial Services, Inc | Greenwood Village | CO | 11/2024 | 10/2025 |
| Charles Schwab & Co., Inc | Ann Arbor | MI | 10/2025 | Present |
| Charles Schwab Bank | Ann Arbor | MI | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-31 |
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