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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-02 |
| MI | RA | APPROVED | 2010-06-23 |
Branch Locations
4300 Cascade Road Se Suite 101, Grand Rapids, MI 49546 • United States
1111 E Michigan Avenue Suite 205, East Lansing, MI 48823-4050 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | East Lansing | MI | 07/2005 | Present |
| Charles Schwab Bank Ssb | East Lansing | MI | 07/2005 | Present |
1) St. James Parish | Investment Related:No|1010 s lansing st|Mason|MI|48823|USA|Nonprofit Charitable Organizations|Finance Committee Member|1/1/2015|Less than 20|0|Help the church prudently utilize their annual budget. This position is voluntary, and NOT investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-24 |
| S65 | Uniform Investment Adviser Law Examination | 1997-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-23 |
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