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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-04-01
  • MI RA
    APPROVED
    Since 2026-04-01

Branch Locations

987 Wilshire Drive Suite A, Troy, MI 48084 • United States

105 Willits Street, Birmingham, MI 48009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ahd Vintners Warren MI 04/2022 11/2024
Unemployed Madison Heights MI 02/2022 03/2022
Organic Tactics St Trenton MI 08/2021 01/2022
Unemployed Madison Heights MI 05/2021 08/2021
Vintage Wine Company Roseville MI 04/2018 04/2021
Citizen Yoga Royal Oak MI 12/2019 10/2024
Planet Rock Madison Heights MI 03/2024 Present
Unemployed Madison Heights MI 11/2017 04/2018
Steehler Marine Fort Lauderdale FL 06/2017 10/2017
Unemployed Rochester MI 02/2017 05/2017
Santosha Yoga Chesterfield MI 06/2013 01/2017
Yoga Planet Studio Rochester Jhills MI 09/2013 01/2017
Explore Yoga Studio Troy MI 01/2016 01/2017
Chapman House Rochester MI 06/2016 12/2016
Dkwio Detroit MI 01/2016 12/2016
Northwestern Mutual Life Insurance Company Troy MN 11/2024 12/2025
Northwestern Mutual Investment Services Llc Troy MI 02/2025 12/2025
Almo Manifold And Tool Company East Tawas MI 01/2025 Present
Raj Shah Troy MI 12/2025 02/2026
Charles Schwab & Co., Inc. Birmingham MI 03/2026 Present
Charles Schwab Bank, Ssb Birmingham MI 03/2026 Present
  • 04/2022 → 11/2024
    Ahd Vintners
    Warren, MI
  • 02/2022 → 03/2022
    Unemployed
    Madison Heights, MI
  • 08/2021 → 01/2022
    Organic Tactics
    St Trenton, MI
  • 05/2021 → 08/2021
    Unemployed
    Madison Heights, MI
  • 04/2018 → 04/2021
    Vintage Wine Company
    Roseville, MI
  • 12/2019 → 10/2024
    Citizen Yoga
    Royal Oak, MI
  • 03/2024 → Present
    Planet Rock
    Madison Heights, MI
  • 11/2017 → 04/2018
    Unemployed
    Madison Heights, MI
  • 06/2017 → 10/2017
    Steehler Marine
    Fort Lauderdale, FL
  • 02/2017 → 05/2017
    Unemployed
    Rochester, MI
  • 06/2013 → 01/2017
    Santosha Yoga
    Chesterfield, MI
  • 09/2013 → 01/2017
    Yoga Planet Studio
    Rochester Jhills, MI
  • 01/2016 → 01/2017
    Explore Yoga Studio
    Troy, MI
  • 06/2016 → 12/2016
    Chapman House
    Rochester, MI
  • 01/2016 → 12/2016
    Dkwio
    Detroit, MI
  • 11/2024 → 12/2025
    Northwestern Mutual Life Insurance Company
    Troy, MN
  • 02/2025 → 12/2025
    Troy, MI
  • 01/2025 → Present
    Almo Manifold And Tool Company
    East Tawas, MI
  • 12/2025 → 02/2026
    Raj Shah
    Troy, MI
  • 03/2026 → Present
    Birmingham, MI
  • 03/2026 → Present
    Charles Schwab Bank, Ssb
    Birmingham, MI
Previous Registrations
Other Businesses

1) Planet Rock | Investment Related:No|1103 W 13 Mile Rd|Sports/Physical Recreation|Yoga Teacher|2023-03-15|Less than 20|0|I teach one yoga class every Tuesday at 7pm, 2) Almo Manifold & Tool Co | Investment Related:No|777 Aulerich Rd|Automotive/Parts Manufacturing|Administrative |2025-01-01|Less than 20|0|I help with administrative duties for the family business

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-18
  • S66 Uniform Combined State Law Examination
    2025-12-18
Other Names
  • Rachel Irwin

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