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Daniel Curtis

Charles Schwab & Co., Inc.

Troy, MI

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-03
  • MI RA
    APPROVED
    Since 2025-03-03

Branch Locations

987 Wilshire Drive Suite A, Troy, MI 48084 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Grandville High School Grandville MI 06/2018 04/2021
Addix Sportswear Lowell MI 05/2018 07/2021
Full-Time Education Mt Pleasant MI 08/2014 05/2018
United Wholesale Mortgage Pontiac MI 07/2021 01/2023
Charles Schwab Co., Inc. Troy MI 01/2023 Present
Charles Schwab Bank, Ssb Troy MI 04/2025 Present
  • 06/2018 → 04/2021
    Grandville High School
    Grandville, MI
  • 05/2018 → 07/2021
    Addix Sportswear
    Lowell, MI
  • 08/2014 → 05/2018
    Full-Time Education
    Mt Pleasant, MI
  • 07/2021 → 01/2023
    United Wholesale Mortgage
    Pontiac, MI
  • 01/2023 → Present
    Charles Schwab Co., Inc.
    Troy, MI
  • 04/2025 → Present
    Charles Schwab Bank, Ssb
    Troy, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-01
S63 Uniform Securities Agent State Law Examination 2023-05-22
  • S66 Uniform Combined State Law Examination
    2025-03-01
  • S63 Uniform Securities Agent State Law Examination
    2023-05-22

View on SEC IAPD

Other Firms

COOK & ASSOCIATES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SPC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STRAIGHTLINE
MAXWELL INVESTMENT ADVISORY SERVICES

Other Investors

MATTHEW PAUL COOK
AMY LYNN ROBERTS
MICHAEL A JUSTIN
BRUCE CRAIG GREENING
STEVEN THOMAS MARLETTE
MICHAEL DAVID VICHUNAS
Quinn J Wright
DAVID JAMES SMOLAREK

Other Offices

COOK & ASSOCIATES · TROY, MI
LPL FINANCIAL LLC · TROY, MI
LPL FINANCIAL LLC · TROY, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Troy, MI
SPC · Troy, MI
CETERA INVESTMENT ADVISERS LLC · TROY, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Troy, MI
STRAIGHTLINE · TROY, MI

More in Troy, MI

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