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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Grand Rapids | MI | 07/2018 | 11/2018 |
| New York Life Insurance Company | Grand Rapids | MI | 08/2017 | 11/2018 |
| United States Army Reserve | Muskegon | MI | 02/2015 | 02/2021 |
| Cornerstone University | Grand Rapids | MI | 08/2014 | 05/2018 |
| Two Men & A Truck | Grand Rapids | MI | 01/2017 | 08/2017 |
| Dk Security | Grand Rapids | MI | 01/2016 | 12/2016 |
| Tcf National Bank | Kentwood | MI | 11/2018 | 02/2022 |
| Cetera Investment Services Llc | Saint Cloud | MN | 11/2018 | 02/2022 |
| Cetera Investment Advisers Llc | Kentwood | MI | 06/2019 | 02/2022 |
| The Huntington Investment Company | Columbus | OH | 10/2021 | 02/2022 |
| Charles Schwab & Co., Inc. | Grand Rapids | MI | 02/2022 | 11/2023 |
| Charles Schwab Bank, Ssb | Grand Rapids | MI | 02/2022 | 11/2023 |
| Empower Financial Services, Inc | Greenwood Village | CO | 12/2023 | 08/2024 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 11/2023 | 08/2024 |
| Charles Schwab & Co., Inc. | Orlando | FL | 07/2024 | Present |
| Schwab Wealth Advisory | Orlando | FL | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-26 |
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