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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-12-26 |
| TX | RA | APPROVED | 2023-12-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 03/2016 | Present |
| Charles Schwab Bank | Lone Tree | CO | 05/2018 | 01/2020 |
| Schwab Wealth Advisory, Inc. | Lone Tree | CO | 06/2023 | Present |
1) Colorado Ice Hockey Referee Association | Investment Related:No|1100 Johnson Rd POB #17363|Golden|CO|80402|USA|Sports/Physical Recreation|Ice Hockey Referee|11/14/2015|Varies|0|Referee for youth and adult league hockey games in the Denver Metro area, 2) Colorado Rapids Youth Soccer Club | Investment Related:No|111 Havana St #120|Aurora|CO|80010|USA|Sports/Physical Recreation|Team Treasurer|7/18/2025|Less than 20|0|Parent Volunteer position. Team Treasurer to coordinate team funds for tournaments and travel. Working with the coach to communicate team tournaments and associated fees. Setting a team budget. Coordinating team travel or other team events that require funds
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-01 |
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