Ann Marie Sandquist

Current Employers

Employment History

• 02/1997 → 01/2020
  Charles Schwab & Co., Inc.
  Frisco, CO
• 10/2005 → 01/2020
  Charles Schwab Bank
  Frisco, CO
• 02/2020 → 06/2021
  Lido Advisors, Llc
  Broomfield, CO
• 06/2021 → 05/2025
  Schechter Investment Advisors, Llc
  Silverthorne, CO
• 04/2022 → Present
  Kingswood Capital Partners, Llc
  San Diego, CA
• 06/2025 → Present
  Arax Advisory Partners, Llc
  Denver, CO

Previous Registrations

• 2022-01-14 → 2025-07-11
  Schechter Investment Advisors, Llc
  Silverthorne, CO
• 2020-02-13 → 2021-06-11
  Lido
  Boomfield, CO
  Los Angeles, CA
• 2006-07-24 → 2020-02-11
  Charles Schwab & Co., Inc.
  Colorado Springs, CO
  Denver, CO
  Frisco, CO
  Denver, CO
  Denver, CO
  Englewood, CO
  Denver, CO
  Colorado Springs, CO

Other Businesses

(1) Schechter Private Capital, a division of Arax Advisory Partners - Yes investment related - 111 E. Merrill St. Suite 400, Birmingham, MI 48009 - RIA - Sr Advisor - 6/1/2025 - 160hrs/mo - 140hrs/mo - portfolio mgmt, retirement, estate, tax & charitable giving planning 2)Kingswood Capital Partners, LLC -investment-related 11440 W. Bernardo Ct. Ste.300, San Diego, CA 92127 -registered representative -began July 2022 -hrs per month 1 -hrs during trading hours 0-selling private placements, life insurance, variable universal life 3)Robert Schechter & Assoc. LLC dba Schechter Wealth Services; investment-related; 111 E. Merrill St. Suite 400, Birmingham, MI 48009; insurance business; insurance agent; started 6/2021 devote 5-10 hours per week during securities trading hours

Exams

• S66 Uniform Combined State Law Examination
  2006-02-09
• S63 Uniform Securities Agent State Law Examination
  1997-08-20

Other Names

• Ann Sandquist
• Ann Marie Sandquist
• Ann Marie Sandquist