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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-02
CO RA APPROVED 2020-05-23
  • TX RA
    APPROVED_RES
    Since 2025-01-02
  • CO RA
    APPROVED
    Since 2020-05-23

Branch Locations

Peyton, CO • United States

200 S. 108 Ave, Omaha, NE 68154 • 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
Usaa Financial Advisors Inc Colorado Springs CO 06/2011 05/2020
Usaa Financial Planning Services, Inc Colorado Springs CO 03/2013 05/2020
Usaa Investment Management Company Colorado Springs CO 01/2018 05/2020
Charles Schwab & Co., Inc. Peyton CO 05/2020 Present
Charles Schwab Bank, Ssb Peyton CO 07/2022 Present
  • 06/2011 → 05/2020
    Usaa Financial Advisors Inc
    Colorado Springs, CO
  • 03/2013 → 05/2020
    Usaa Financial Planning Services, Inc
    Colorado Springs, CO
  • 01/2018 → 05/2020
    Usaa Investment Management Company
    Colorado Springs, CO
  • 05/2020 → Present
    Peyton, CO
  • 07/2022 → Present
    Charles Schwab Bank, Ssb
    Peyton, CO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-09-10
S63 Uniform Securities Agent State Law Examination 2011-08-26
  • S65 Uniform Investment Adviser Law Examination
    2012-09-10
  • S63 Uniform Securities Agent State Law Examination
    2011-08-26
Other Names
  • Meika L Bosley
  • Meika Lyn Bosley

View on SEC IAPD

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