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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-07 |
| MI | RA | APPROVED | 2018-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Troy | MI | 01/2015 | 10/2016 |
| Charles Schwab Bank | Troy | MI | 01/2015 | 10/2016 |
| Scottrade | Troy | MI | 11/2016 | 01/2018 |
| Charles Schwab & Co., Inc. | Troy | MI | 03/2018 | Present |
| Charles Schwab Bank | Troy | MI | 03/2018 | Present |
1) Black Mountain Group LLC | Investment Related:No|69367 Pine River Dr|Romeo|MI|48065|USA|Real Estate (Non-Agent/Broker)|Member|9/28/2012|Less than 20|0|Invest in income producing real estate rental properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-04 |
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