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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-10-02 |
Branch Locations
2733 Council Tree Ave Suite 113, Fort Collins, CO 80525-6316 • United States
2480 Canyon Blvd Suite M4, Boulder, CO 80302-6702 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Fort Collins | CO | 12/2021 | Present |
| Charles Schwab Bank, Ssb | Fort Collins | CO | 12/2021 | Present |
| New York Life | Fort Collins | CO | 08/2021 | 11/2021 |
| Your Sign Is Here | Greeley | CO | 03/2021 | 05/2021 |
| Solutions By Design, Inc. | Parker | CO | 09/2016 | 05/2017 |
| Moonbeam Capital Investments | Greeley | CO | 05/2018 | 08/2018 |
| University Of Northern Colorado | Greeley | CO | 08/2019 | 05/2021 |
| Unemployed | Wellington | CO | 04/2015 | 09/2016 |
| Aims Community College | Greeley | CO | 08/2017 | 12/2019 |
| Unemployed | Wellington | CO | 05/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-12 |
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