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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-11-08 |
Branch Locations
3990 Chilson Road, Howell, MI 48843 • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Novi | MI | 02/2014 | 09/2018 |
| Charles Schwab Bank | Novi | MI | 02/2014 | 09/2018 |
| Td Ameritrade | Lansing | MI | 11/2018 | 11/2020 |
| Private Client Services | Brighton | MI | 11/2020 | 12/2022 |
| Executive Wealth Management | Brighton | MI | 11/2020 | 11/2024 |
| Vanderbilt Financial Group | Woodbury | NY | 11/2024 | Present |
1) Rental Property. Not Investment Related, Start date: 01/19/2020. Address: 4670 Kensington Rd, Milford, MI 48380. Title: Owner. Duties: We own and rent out a residential single family home. Time spent during regular hours: 0%. 2) Quarters Wealth Management LLC. Investment Related, Start date: 01/12/2026. Address: 3990 Chilson Rd Howell MI 48843. Title: Founder & Principal. Duties: DBA used for marketing & tax purposes of the investment advisory business. Time spent during regular hours: 100%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-03-23 |
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