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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-07 |
| CO | RA | APPROVED | 2025-09-29 |
Branch Locations
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Saint Louis | MO | 06/2020 | 12/2022 |
| Greshman Commercial Real Estate | Clayton | MO | 05/2019 | 05/2020 |
| Greystar Property Management | Denver | CO | 08/2017 | 04/2019 |
| Unemployed | Fort Collins | CO | 05/2017 | 07/2017 |
| Colorado State University | Fort Collins | CO | 08/2016 | 04/2017 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 12/2022 | Present |
| Schwab Wealth Advisory, Inc. | Lone Tree | CO | 09/2025 | Present |
TSS 1, LLC | Investment Related | Saint Louis, MO | Real Estate (Non-Agent/Broker) | Member | 12/27/2021 | Less than 20 hours per month, all outside market hours | Member of LLC, passive investment.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-22 |
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