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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-02-13 |
| TX | RA | APPROVED | 2024-02-12 |
Branch Locations
43251 Crescent Blvd, Novi, MI 48375 • United States
4300 Cascade Road Se Suite 101, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Memphis | TN | 08/2019 | 01/2020 |
| Mml Investors Services | Memphis | TN | 12/2019 | 01/2020 |
| Bayer Cropscience | Memphis | TN | 12/2018 | 08/2019 |
| Williams Sonoma Inc | Olive Branch | MS | 07/2018 | 12/2018 |
| Huey's | Collierville | TN | 05/2014 | 01/2019 |
| University Of Tn, Martin | Martin | TN | 08/2014 | 07/2018 |
| Charles Schwab & Co., Inc. | Grand Rapids | MI | 08/2020 | Present |
| Memphis Pizza Cafe | Germantown | TN | 12/2019 | 06/2020 |
| Charles Schwab Bank, Ssb | Grand Rapids | MI | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-25 |
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