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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-05-22 |
| TX | RA | APPROVED | 2026-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schwab Wealth Advisory, Inc. | Lone Tree | CO | 05/2026 | Present |
| Dick's Sporting Goods | Lone Tree | CO | 01/2016 | 09/2016 |
| The Sunglass Hut | Lone Tree | CO | 10/2016 | 02/2017 |
| Bicycle Village | Aurora | CO | 02/2017 | 09/2018 |
| M-Tech Security Solutions | Denver | CO | 09/2018 | 01/2020 |
| Fidelity Brokerage Services | Greenwood Village | CO | 01/2020 | 05/2025 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 05/2025 | Present |
| Charles Schwab Bank, Ssb | Denver | CO | 05/2025 | 05/2026 |
1) BikeDoor2Door LLC | Investment Related:No||Sports/Physical Recreation|Sole Proprietor/Owner|2020-10-25|Less than 20|0|Conduct mobile bicycle repair, maintenance and upgrades. No affiliation with financial services, investments or Charles Schwab. Work conducted on weekends and evenings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-01 |
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