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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-06-30 |
Branch Locations
4300 Cascade Road Se Suite 101, Grand Rapids, MI 49546 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Grand Rapids | MI | 01/2012 | 06/2023 |
| Charles Schwab & Co., Inc. | Grand Rapids | MI | 06/2023 | Present |
| Charles Schwab Bank Ssb | Grand Rapids | MI | 06/2023 | Present |
| Td Ameritrade, Inc. | Grand Rapids | MI | 06/2023 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-16 |
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