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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-01-22 |
| TX | RA | APPROVED | 2021-01-05 |
| MI | RA | APPROVED | 2019-05-10 |
Branch Locations
209 W. Louis Glick Highway Suite A, Jackson, MI 49201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Jackson | MI | 12/2018 | Present |
| Hillsdale County National Bank | Jackson | MI | 01/2018 | 12/2018 |
| Re/Max By The Lake | St. Joseph | MI | 03/2017 | 10/2017 |
| Jod Real Estate Group | Jackson | MI | 10/2017 | 12/2018 |
| Student | Horton | MI | 09/2001 | 06/2018 |
1) Kiwanis Club of Jackson | Investment Related:No|Nonprofit Charitable Organizations|Board Member/Volunteer|1/1/2026|Less than 20|1|Meet with board members twice a month to discuss club activities/goals
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-10 |
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