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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-07-24 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
100 Fillmore St Suite 500, Denver, CO 80206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Denver | CO | 07/2015 | 05/2024 |
| Charles Schwab Bank | Denver | CO | 11/2016 | 05/2024 |
| Savvy | Denver | CO | 07/2024 | Present |
The Cat Care Society located at 5787 W 6th Ave, Lakewood CO 80214. Not investment related. Start Date: 05/2023. Position: Member of the Board of Directors and Treasurer. Approximately 4-10 hours per month. Duties: attend board meetings, volunteer at events, and report to the board a summary of the financials. Sullivan Wealth Advisors, LLC, Denver Colorado. Not investment related. Start date: 02/2026. Position: Owner. Approximately 40 hours a week and during trading (same of Savvy role). This is the LLC through which paid by Savvy Wealth (primary employer), so this is just the LLC for payments as a contractor, no separate work is being performed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-11 |
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