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Adis Rogonich

Charles Schwab & Co., Inc.

Denver, 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
TX RA APPROVED 2026-01-03
CO RA APPROVED 2025-01-24
  • TX RA
    APPROVED
    Since 2026-01-03
  • CO RA
    APPROVED
    Since 2025-01-24

Branch Locations

200 Clayton Street Suite 100, Denver, CO 80206 • 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
Fidelity Investments Greenwood Village CO 05/2021 01/2025
Unemployed Glendale CO 02/2021 05/2021
Home Advisor Denver CO 12/2020 02/2021
Progressive Turnout Project Evanston IL 05/2020 11/2020
Amazon Aurora CO 04/2020 05/2020
Full Time Education Boulder CO 08/2016 05/2020
Skyline Soccer Association Englewood CO 10/2017 01/2019
Netsic It Denver CO 06/2018 06/2019
Charles Schwab & Co., Inc. Denver CO 01/2025 Present
Charles Schwab Bank, Ssb Denver CO 01/2025 Present
  • 05/2021 → 01/2025
    Fidelity Investments
    Greenwood Village, CO
  • 02/2021 → 05/2021
    Unemployed
    Glendale, CO
  • 12/2020 → 02/2021
    Home Advisor
    Denver, CO
  • 05/2020 → 11/2020
    Progressive Turnout Project
    Evanston, IL
  • 04/2020 → 05/2020
    Amazon
    Aurora, CO
  • 08/2016 → 05/2020
    Full Time Education
    Boulder, CO
  • 10/2017 → 01/2019
    Skyline Soccer Association
    Englewood, CO
  • 06/2018 → 06/2019
    Netsic It
    Denver, CO
  • 01/2025 → Present
    Charles Schwab & Co., Inc.
    Denver, CO
  • 01/2025 → Present
    Charles Schwab Bank, Ssb
    Denver, CO
Previous Registrations
  • 2024-09-04 → 2025-01-08
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
    Denver, CO
Other Businesses

1) Adis Rogonich Property Rental | Investment Related:No|6735 E Arizona Ave Unit D|Denver|CO|80224|USA|Real Estate (Non-Agent/Broker)|Property Owner|5/1/2024|Less than 20|0|Own townhome and rent it out to tenants.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-29
S63 Uniform Securities Agent State Law Examination 2023-10-31
  • S66 Uniform Combined State Law Examination
    2024-08-29
  • S63 Uniform Securities Agent State Law Examination
    2023-10-31

View on SEC IAPD

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EXCELLERE PARTNERS
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MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC
DREAM U.S. MANAGER LLC
KSL CAPITAL PARTNERS
CIBC PRIVATE WEALTH ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

TRISHA RENEA MINGO
Nicholas Dean Phillips
Andrea Saenz
STEVEN SEARES MURRAY
ANGELA LEACH PIZZICHINI
TANISHA MARIE SIMON
BRET ALLEN ROBERTS
NICHOLAS MICHAEL YIP

Other Offices

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
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

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