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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2013-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co.,Inc | Troy | MI | 04/2013 | Present |
| Charles Schwab Bank | Troy | MI | 10/2013 | Present |
| Td Ameritrade, Inc. | Troy | MI | 07/2021 | 06/2024 |
1) First United Methodist Church | Investment Related:No|1589 West Maple Rd|Birmingham|MI|48009|USA|Nonprofit Charitable Organizations|Member of Investment Commoittee|3/9/2015|Less than 20|0|The church has approved me to be on the investment committee, but I have not yet begun this role. The committee manages the oversees the mgmt. of the long term investments of the church.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-04 |
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