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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-25 |
Branch Locations
12365 James Street Suite 40, Holland, MI 49424 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Securities, Inc. | Cincinnati | OH | 05/2001 | 08/2017 |
| Edward Jones | St Louis | MO | 08/2017 | 10/2023 |
| Fifth Third Securities | Grand Haven | MI | 10/2023 | 02/2024 |
| Edward Jones | St. Louis | MO | 03/2024 | 02/2025 |
| Charles Schwab & Co, Inc | Holland | MI | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-01 |
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