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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-02 |
| CA | RA | APPROVED | 2017-09-05 |
Branch Locations
10770 Donner Pass Road Suite 103, Truckee, CA 96161 • United States
7293 N Scottsdale Rd Suite 107, Scottsdale, AZ 85253 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 10/2012 | 08/2017 |
| Questar Asset Management | Minneapolis | MN | 10/2012 | 08/2017 |
| Charles Schwab & Co., Inc. | Truckee | CA | 09/2017 | Present |
Cowboy Holdings (A California Corporation) - Non-Investment Related - President - This corporation administers the payroll, pays business related expenses, and performs administrative functions for my independent Charles Schwab location.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-30 |
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