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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 2025-09-29
  • MI RA
    APPROVED
    Since 2025-09-29

Branch Locations

987 Wilshire Drive Suite A, Troy, MI 48084 • 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
Blue River Financial Bloomfield Hills MI 09/2022 08/2024
Total Life Changes Inc New Haven MI 07/2020 08/2021
Full Time Education Troy MI 09/2021 08/2022
Hungry Howies Chesterfield MI 06/2019 09/2019
Unemployed Chesterfield MI 09/2024 05/2025
Charles Schwab & Co., Inc. Troy MI 06/2025 Present
Jets Pizza Chesterfield MI 07/2018 11/2018
Happy's Pizza Chesterfield MI 03/2018 04/2018
Full Time Education Clinton Township MI 10/2019 06/2020
Full Time Education Fair Haven MI 12/2018 05/2019
Full Time Education Fair Haven MI 05/2018 06/2018
Full Time Education Fair Haven MI 01/2015 03/2018
Charles Schwab Bank, Ssb Troy MI 06/2025 Present
  • 09/2022 → 08/2024
    Blue River Financial
    Bloomfield Hills, MI
  • 07/2020 → 08/2021
    Total Life Changes Inc
    New Haven, MI
  • 09/2021 → 08/2022
    Full Time Education
    Troy, MI
  • 06/2019 → 09/2019
    Hungry Howies
    Chesterfield, MI
  • 09/2024 → 05/2025
    Unemployed
    Chesterfield, MI
  • 06/2025 → Present
    Troy, MI
  • 07/2018 → 11/2018
    Jets Pizza
    Chesterfield, MI
  • 03/2018 → 04/2018
    Happy's Pizza
    Chesterfield, MI
  • 10/2019 → 06/2020
    Full Time Education
    Clinton Township, MI
  • 12/2018 → 05/2019
    Full Time Education
    Fair Haven, MI
  • 05/2018 → 06/2018
    Full Time Education
    Fair Haven, MI
  • 01/2015 → 03/2018
    Full Time Education
    Fair Haven, MI
  • 06/2025 → Present
    Charles Schwab Bank, Ssb
    Troy, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-27
  • S66 Uniform Combined State Law Examination
    2025-09-27

View on SEC IAPD

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