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Victoria Elizabeth Rogala

Charles Schwab & Co., Inc.

Denver, CO

Denver, CO

Lone Tree, CO

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-05-02
  • CO RA
    APPROVED
    Since 2022-05-02

Branch Locations

200 Clayton Street Suite 100, Denver, CO 80206 • United States

7001 East Belleview Ave Suite 150, Denver, CO 80237 • United States

9899 Schwab Way Suite 100, Lone Tree, CO 80124-5377 • 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
Charles Schwab & Co., Inc. Denver CO 07/2017 Present
Unemployed Aurora CO 05/2017 07/2017
Colorado State University Fort Collins CO 08/2016 05/2017
Charles Schwab Investment Advisory, Inc. Lone Tree CO 01/2021 12/2021
Charles Schwab Bank, Ssb Denver CO 06/2022 Present
Td Ameritrade, Inc. Denver CO 12/2022 06/2024
Td Ameritrade Invesment Management, Llc Denver CO 12/2022 06/2024
  • 07/2017 → Present
    Charles Schwab & Co., Inc.
    Denver, CO
  • 05/2017 → 07/2017
    Unemployed
    Aurora, CO
  • 08/2016 → 05/2017
    Colorado State University
    Fort Collins, CO
  • 01/2021 → 12/2021
    Charles Schwab Investment Advisory, Inc.
    Lone Tree, CO
  • 06/2022 → Present
    Charles Schwab Bank, Ssb
    Denver, CO
  • 12/2022 → 06/2024
    Td Ameritrade, Inc.
    Denver, CO
  • 12/2022 → 06/2024
    Td Ameritrade Invesment Management, Llc
    Denver, CO
Previous Registrations
  • 2022-12-22 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Denver, CO
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-02
  • S66 Uniform Combined State Law Examination
    2022-05-02
Other Names
  • Victoria Elizabeth Berzins

View on SEC IAPD

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EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
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