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Current Employers
Everythinghr Financial Services Llc

1055 South Blvd E Suite 225, Rochester Hills, MI 48307 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
MI RA APPROVED 2025-01-01
TX RA APPROVED_RES 2018-01-31
  • CA RA
    APPROVED
    Since 2025-01-01
  • MI RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2018-01-31

Branch Locations

1055 South Blvd E Suite 225, Rochester Hills, MI 48307 • 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
Charles Schwab & Co., Inc. San Francisco CA 04/2006 09/2016
Southwest Airlines Alameda CA 05/2008 Present
Everythinghr Financial Services Llc Rochester Hills MI 11/2017 Present
Previous Registrations
  • 2006-04-28 → 2016-09-14
    San Francisco, CA
    San Francisco, CA
  • 2003-11-06 → 2005-09-27
    Ameriprise Advisor Services, Inc.
    San Francisco, CA
Other Businesses

1)4/11/2000-FINRA (NASD) ARBITRATION, SAN FRANCISCO, CA. INVESTMENT RELATED, INDUSTRY ARBITRATOR, LESS THAN 20 HRS PER MONTH, 0 HRS DURING SECURITIES TRADING HOURS. 2) 9/01/1995-HDMA (HAIGHT DIVISADERO NEIGHBORHOOD) SAN FRANCISCO, CA. NOT INVESTMENT RELATED, BOARD MEMBER. ISSUES THAT PERTAIN TO OUR NEIGHBORHOOD (HAIGHT) MEET EVERY OTHER MONTH AFTER WORK. LESS THAN 20 HRS PER MONTH, 0 HRS DURING SECURITIES TRADING HOURS. 3)4/01/2008- ETC ASSOCIATES LLC. ATLANTA, GA. NOT INVESTMENT RELATED, RENTAL SERVICES AND OWNER OF RENTAL PROPERTY. PRESIDENT OF RENTAL PROPERTY, LESS THAN 20 HRS PER MONTH, 0 HRS DURING SECURITIES TRADING HOURS. 4) 5/01/2006-PLAZA RESEARCH, SAN FRANCISCO, CA. NOT INVESTMENT RELATED, FOCUS GROUP PERSON.THEY CALLED ME TO ASK MY OPINION ON NON-FINANCIAL ITEMS.. EXAMPLE CARS. LESS THAN 20 HRS PER MONTH, 0 HRS DURING SECURITIES TRADING HOURS. 5) 6/01/2000-SAN FRANCISCO DEPARTMENT OF ELECTION, SAN FRANCISCO, CA. NOT INVESTMENT RELATED, ELECTION INSPECTOR. RESPONSIBLE TO MAKE SURE THAT ELECTION IS CONDUCTED ACCORDINGLY TO THE FED, STATE, AND LOCAL LAWS. I WORK ONCE A YEAR DURING THE GENERAL FEDERAL ELECTION IN NOVEMBER. LESS THAN 20 HRS PER MONTH, ONLY 8 HRS (ON ELECTION DAY) DURING SECURITIES TRADING HOURS. 6)5/05/2008-SOUTHWEST AIRLINES, ALAMEDA, CA.TRAVEL/TRANSPORTATION/TOURISM. NOT INVESTMENT RELATED, CUSTOMER SERVICE AIRLINE TICKET AGENT, 20-40 HRS PER MONTH, 0 HRS DURING SECURITIES TRADING HRS. 7)3/2013-CIVICORPS SCHOOLS, MEMBER OF THE BOARD OF DIRECTORS FOR A CHARTER SCHOOL IN OAKLAND, CA. NOT INVESTMENT RELATED.LESS THAN 20 HRS/MONTH AND NOT DURING TRADING HOURS.IF THEY NEED TO BUILD OR SPEND MONEY ON LARGE PROJECTS I WILL HAVE TO VOTE. 8) 10/25/13,CALIFORNIA NOTARY PUBLIC,NO, SANFRANCISCO,CA,LEGAL SERVICES,REGISTER CALIFORNIA NOTARY PUBLIC,LESS THAN 20,0,SIGNING DOCUMENTS AS A NOTARY PUBLIC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-06-28
S63 Uniform Securities Agent State Law Examination 1991-11-08
  • S65 Uniform Investment Adviser Law Examination
    2000-06-28
  • S63 Uniform Securities Agent State Law Examination
    1991-11-08

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