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4901 E Dry Creek Rd Ste 130, Centennial, CO 80122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-19 |
| CO | RA | APPROVED | 2020-08-07 |
Branch Locations
4901 E Dry Creek Rd Ste 130, Centennial, CO 80122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 04/2008 | 07/2020 |
| Schwab Private Client Investment Advisory, Inc | Lone Tree | CO | 04/2014 | 07/2020 |
| Irving Planning & Investments | Lakewood | CO | 08/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-22 |
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