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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-01-26 |
Branch Locations
2480 Canyon Blvd Suite M4, Boulder, CO 80302-6702 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 07/2006 | 05/2019 |
| Charles Schwab Bank | Lone Tree | CO | 06/2007 | 05/2019 |
| Bbva Usa | Birmingham | AL | 09/2019 | 03/2021 |
| Bbva Securities Inc | Denver | CO | 09/2019 | 03/2021 |
| Bbva Insurance Agency Inc | Austin | TX | 09/2019 | 03/2021 |
| Unemployed | Englewood | CO | 05/2019 | 09/2019 |
| Bbva Wealth Solutions Inc. | Denver | CO | 09/2019 | 03/2021 |
| Td Ameritrade, Inc. | Boulder | CO | 04/2021 | 06/2024 |
| Charles Schwab & Co., Inc. | Boulder | CO | 01/2022 | Present |
| Charles Schwab Bank, Ssb | Boulder | CO | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-15 |
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