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6565 Americas Parkway Ne Suite 200, Albuquerque, NM 87110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-10 |
| NM | RA | APPROVED | 2025-02-05 |
Branch Locations
6565 Americas Parkway Ne Suite 200, Albuquerque, NM 87110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Albuquerque | NM | 07/2012 | 12/2024 |
| Charles Schwab Bank | Albuquerque | NM | 09/2014 | 02/2025 |
| Grinstead Wealth Management, Llc | Albuquerque | NM | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-21 |
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