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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Novi | MI | 08/2016 | 11/2020 |
| Unemployed | South Lyon | MI | 12/2020 | 12/2021 |
| Ae Wealth Management | Topeka | KS | 01/2022 | 03/2022 |
| Charles Schwab & Co., Inc. | Novi | MI | 05/2022 | Present |
| Charles Schwab Bank, Ssb | Novi | MI | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-01 |
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