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

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-02-25
  • MI RA
    APPROVED
    Since 2025-02-25

Branch Locations

43251 Crescent Blvd, Novi, MI 48375 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fifth Third Bank, N.A. Highland MI 03/2022 02/2025
Stone Hollow Properties And Development Milford MI 05/2020 07/2024
Full Time Education East Lansing MI 08/2018 12/2021
The State News East Lansing MI 08/2018 05/2021
Full Time Education Novi MI 08/2014 05/2018
Fifth Third Securities Highland MI 05/2024 02/2025
Charles Schwab & Co., Inc. Troy MI 02/2025 Present
Charles Schwab Bank Troy MI 02/2025 Present
  • 03/2022 → 02/2025
    Fifth Third Bank, N.A.
    Highland, MI
  • 05/2020 → 07/2024
    Stone Hollow Properties And Development
    Milford, MI
  • 08/2018 → 12/2021
    Full Time Education
    East Lansing, MI
  • 08/2018 → 05/2021
    The State News
    East Lansing, MI
  • 08/2014 → 05/2018
    Full Time Education
    Novi, MI
  • 05/2024 → 02/2025
    Fifth Third Securities
    Highland, MI
  • 02/2025 → Present
    Troy, MI
  • 02/2025 → Present
    Charles Schwab Bank
    Troy, MI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-04
S63 Uniform Securities Agent State Law Examination 2024-08-23
  • S65 Uniform Investment Adviser Law Examination
    2024-10-04
  • S63 Uniform Securities Agent State Law Examination
    2024-08-23

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Novi, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor