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Las Vegas, NV • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-10 |
| NV | RA | APPROVED | 2025-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab And Co., Inc. | Lone Tree | CO | 06/2017 | 05/2020 |
| Full Time Education | Ft. Collins | CO | 09/2013 | 05/2018 |
| Charles Schwab & Co., Inc. | Henderson | NV | 08/2022 | 03/2023 |
| Zesty Enterprises Llc | Denver | CO | 05/2020 | Present |
| Oceanair Wealth, Llc Dba Oceanair Wealth | Las Vegas | NV | 02/2025 | Present |
| Charles Schwab & Co., Inc. | Henderson | NV | 11/2019 | 06/2020 |
Zesty Enterprises LLC | not investment related | Denver, Colorado | start date 05/18/2020 | Board Advisor | meet with management to discuss ongoing business thoughts and perspectives. I receive copies of financials from the company and management | less than 20 hours per month | none during securities trading hours.
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