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2 Corporate Drive Suite 770, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-12-19 |
| CT | RA | APPROVED | 2025-12-19 |
Branch Locations
2 Corporate Drive Suite 770, Shelton, CT 06484 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Denver | CO | 11/1999 | 11/2025 |
| Charles Schwab Bank | Denver | CO | 02/2014 | 11/2025 |
| Wright Private Asset Management Llc | Shelton | CT | 12/2025 | Present |
Ob5tacle|Investment Related:No|Newsletter/Video Blog|Owner operator|2022-01-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Writing a newsletter and creating video content based on hiking, climbing, Running and gear. No content is related to Investment or Financial Services. Responsibilities are creating content and running the business. Step Denver|Investment Related:No|2029 Larimer Street;Denver;CO;80205;USA|Nonprofit Charitable Organizations|Board Member|2017-10-06|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Board Member will provide perspective to organizational decisions some will be in regard to Financial aspects. Unpaid position.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-23 |
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