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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-02-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-23 |
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