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Daniel Lee Jensen

Charles Schwab & Co., Inc.

Parker, CO

Richfield, OH

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2012-09-17
  • CO RA
    APPROVED
    Since 2012-09-17

Branch Locations

Parker, CO • United States

4150 Kinross Lakes Pkwy, Richfield, OH 44286 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Parker CO 02/2010 Present
Charles Schwab Bank, Ssb Parker CO 08/2012 Present
Other Businesses

(1) DBL PRODUCTS, LLC | NOT INVESTMENT RELATED | PARKER, COLORADO | START DATE 08/27/2021 | INVESTOR | COMPANY BUYS MERCHANDISE AND THEN SELLS IT ON AMAZON FOR PROFIT | LESS THAN 20 HOURS PER MONTH | NONE DURING SECURITIES TRADING HOURS; (2) SELF EMPLOYED | NOT INVESTMENT RELATED | DENVER, COLORADO | START DATE 06/01/2007 | LANDLORD | LESS THAN 20 HOURS PER MONTH | NONE DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-09-14
S63 Uniform Securities Agent State Law Examination 2010-05-21
  • S66 Uniform Combined State Law Examination
    2012-09-14
  • S63 Uniform Securities Agent State Law Examination
    2010-05-21
Other Names
  • Daniel Lee Jensen
  • Daniel Lee Jensen
  • Dan Jensen

View on SEC IAPD

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