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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-28 |
Branch Locations
1550 Market Street Suite 300, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 07/2015 | 05/2025 |
| Charles Schwab Bank | Lone Tree | CO | 07/2019 | 05/2025 |
| Charles Schwab Premiere Bank | Lone Tree | CO | 11/2020 | 05/2025 |
| Charles Schwab Trust Bank | Lone Tree | CO | 11/2020 | 05/2025 |
| D.A. Davidson & Co. | Denver | CO | 05/2025 | Present |
1. Wild Warrior Nutrition LLC; Owner; Start Date: 1/1/2018; Arvada; CO; Own a small private label supplement company; Generally less than 20 hours per month; Not investment related 2. Michael DiCroce DBA WR Basketball Academy; Owner; 1/26/24; Arvada, CO; Organizing monthly basketball camps; Generally less than 20 hours per month; Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-30 |
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