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911 West 8Th Ave, Su. 101, Pmb 8, Anchorage, AK 99501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2023-02-23 |
Branch Locations
911 West 8Th Ave, Su. 101, Pmb 8, Anchorage, AK 99501 • 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. | Anchorage | AK | 09/2006 | 11/2021 |
| Charles Schwab Bank Ssb | Anchorage | AK | 07/2008 | 11/2021 |
| Alaska Wealth Management | Anchorage | AK | 09/2022 | Present |
| Unemployed | Anchorage | AK | 12/2021 | 08/2022 |
1. SELF/LANDLORD, DENVER, COLORADO, 07/15/2008, LANDLORD FOR PROPERTY IN DENVER, LESS THAN 20 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS. 2. MUSIC ON iTUNES/PART TIME SUPER HEROES | NOT INVESTMENT-RELATED | ANCHORAGE, AK 99516 | PERFORMING/FINE ARTS | GUITARIST | 11/01/2018 | LESS THAN 20 HPM | NONE DURING TRADING HOURS | PLAY GUITAR AND AN ALBUM WILL BE RELEASED ON iTUNES 3. Mr. Paine is a licensed insurance agent and spends 15 hours per week to this work, 0 hours during securities trading hours. Mr. Paine is self-employed in this position. ANCHORAGE, AK 99516. October 15th, 2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-27 |
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