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Current Employers
Centerpiece Wealth Advisor

6400 S Fiddlers Green Cir Ste. 300, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-12-05
TX RA APPROVED_RES 2021-06-21
NC RA APPROVED 2020-08-21
  • CO RA
    APPROVED
    Since 2025-12-05
  • TX RA
    APPROVED_RES
    Since 2021-06-21
  • NC RA
    APPROVED
    Since 2020-08-21

Branch Locations

6400 S Fiddlers Green Cir Ste. 300, Greenwood Village, CO 80111 • 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. Lone Tree CO 07/2007 04/2018
Hair By Sarah Baer Lone Tree CO 09/2011 Present
Schwab Private Client Investment Advisory, Inc Lone Tree CO 01/2012 04/2018
Centerpiece Wealth Advisor Denver CO 04/2018 Present
Previous Registrations
Other Businesses

HAIR BY SARAH BAER LLC, LONE TREE, COLORADO, NOT INVESTMENT-RELATED, 09/07/2011, HAIR SALON, 10 PERCENT MEMBER, ASSIST WITH ACCOUNTING MATTERS, LESS THAN 20 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-15
S63 Uniform Securities Agent State Law Examination 2009-06-29
  • S66 Uniform Combined State Law Examination
    2011-06-15
  • S63 Uniform Securities Agent State Law Examination
    2009-06-29

View on SEC IAPD

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