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14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-05-19 |
Branch Locations
14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Denver | CO | 06/2005 | 05/2021 |
| Charles Schwab Bank | Denver | CO | 10/2010 | 05/2021 |
| Rental House | Denver | CO | 06/2015 | Present |
| Western Wealth Management, Llc | Golden | CO | 05/2021 | Present |
1. Rental House, Denver, CO, 06/01/2015, I own a house that I rent. hours per month, less then 20, Owner/Landlord. 2. Enrolled Agent/Tax Preparer; Investment Related; 440 Indiana ST. Golden, CO 80210; Prepare taxes; 03/2021; 20hours per month; 10 hours per month during securities trading hours;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-30 |
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