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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | Troy | MI | 02/2024 | 05/2024 |
| Full Time Education | Clarkston | MI | 08/2016 | 08/2019 |
| Mechies Frozen Yogurt | Orion Twp | MI | 05/2017 | 08/2017 |
| Greggs Gourmet Cafe | Villiage Of Clarkston | MI | 06/2018 | 09/2018 |
| Vineyard Vines | Troy | MI | 11/2019 | 07/2021 |
| Full Time Education | Lansing | MI | 08/2019 | 05/2020 |
| Full Time Education | East Lansing | MI | 08/2020 | 12/2020 |
| Full Time Education | Auburn Hills | MI | 08/2020 | 05/2021 |
| Full Time Education | Rochester | MI | 08/2021 | 12/2023 |
| Lululemon | Rochester Hills | MI | 07/2021 | 01/2025 |
| Charles Schwab & Co., Inc. | Troy | MI | 01/2025 | Present |
| Charles Schwab Bank, Ssb | Troy | MI | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-09 |
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