Devon Matthew Cooney

Current Employers

Employment History

• 11/2006 → 12/2018
  Charles Schwab & Co., Inc.
  Denver, CO
• 04/2011 → 12/2018
  Charles Schwab Bank
  Englewood, CO
• 01/2019 → 09/2020
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 01/2019 → 09/2020
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 09/2020 → Present
  Commonwealth Financial Network
  Waltham, MA
• 09/2020 → Present
  Sg Wealth Management Group
  Worcester, MA
• 07/2026 → Present
  Bartholomew & Company Wealth Management, Llc
  Worcester, MA

Previous Registrations

• 2019-01-28 → 2020-10-14
  Cambridge Investment Research Advisors, Inc.
  Centennial, CO
  Worcester, MA
• 2011-05-11 → 2018-12-14
  Charles Schwab & Co., Inc.
  Denver, CO
  Englewood, CO
  Englewood, CO

Other Businesses

SG Wealth Management Group. Investment-related. Worcester, MA. The nature of the other business is selling fixed insurance products. Mr. Cooney. is a Licensed Insurance Agent beginning in September 2021. Approximately 3-4 hours per month and 0-1 hours per week during securities trading hours. The duties of this position are to solicit, market, and sell fixed insurance products including life insurance and fixed annuities; provide insurance-related consultations to clients.

Exams

• S66 Uniform Combined State Law Examination
  2011-05-06
• S63 Uniform Securities Agent State Law Examination
  2007-03-17