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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-31 |
Branch Locations
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 09/2020 | 09/2021 |
| Nordstrom | Lone Tree | CO | 05/2019 | 03/2020 |
| Kroenke Sports And Entertainment | Denver | CO | 09/2018 | 09/2021 |
| Chick-Fil-A | Centennial | CO | 06/2013 | 08/2018 |
| Instacart | Denver | CO | 08/2018 | 06/2020 |
| Sds Lacrosse Llc | San Diego | CA | 09/2021 | 04/2022 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 04/2022 | Present |
| Charles Schwab Bank, Ssb | La Jolla | CA | 04/2022 | 08/2026 |
| Schwab Wealth Advisory, Inc. | Lone Tree | CO | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-22 |
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