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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management, Inc. | Bloomfield Hills | MI | 12/2014 | 04/2023 |
| Thrivent Financial | Appleton | WI | 06/2015 | 04/2023 |
| Empower Financial Services, Inc. | Greenwood Village | CO | 04/2023 | 07/2025 |
| People Of Impact | Lapeer | MI | 11/2014 | Present |
| Charles Schwab & Co., Inc | Birmingham | MI | 09/2025 | Present |
| Charles Schwab Bank | Birmingham | MI | 09/2025 | Present |
1) People of Impact | Investment Related:No|1392 Maple Grove Rd|Nonprofit Charitable Organizations|CEO|2014-11-02|Less than 20|3|Focused on leadership, strategy, volunteer staffing, mission driven culture for veterans, 2) Faith Impact, LLC | Investment Related:No||Real Estate (Non-Agent/Broker)|Sole Member|2014-11-02|Less than 20|0|Operational Oversight, rent out duplex
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-04 |
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