Best Investors Account Sign in
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-25
  • MI RA
    APPROVED
    Since 2025-03-25

Branch Locations

12365 James Street Suite 40, Holland, MI 49424 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
  • 2024-03-18 → 2025-03-19
    Jenison, MI
    St Louis, MO
  • 2023-10-20 → 2024-02-05
    Grand Haven, MI
  • 2017-08-01 → 2023-10-24
    Grand Rapids, MI
  • 2007-08-09 → 2017-08-14
    Holland, MI
    Ferrysburg, MI
    Grand Haven, MI
    Fruitport, MI
    Muskegon, MI
    Ravenna, MI
    Grand Haven, MI
    Ferrysburg, MI
    Holland, MI
    Ferrysburg, MI
    Grand Haven, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-21
S63 Uniform Securities Agent State Law Examination 1999-04-01
  • S66 Uniform Combined State Law Examination
    2007-06-21
  • S63 Uniform Securities Agent State Law Examination
    1999-04-01
Other Names
  • Steven Lee Townsend
  • Steven L Townsend

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Holland, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor