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10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-12-17 |
Branch Locations
26 W. Dry Creek Circle, Suite 600, Littleton, CO 80120 • United States
10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 09/2006 | 05/2019 |
| Charles Schwab Bank | Lone Tree | CO | 04/2012 | 05/2019 |
| Valeo Financial Advisors, Llc | Indianapolis | IN | 12/2019 | Present |
| Self-Employed | Castle Rock | CO | 06/2019 | 11/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-30 |
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