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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Omaha | NE | 07/2021 | Present |
| U.S. Army | Fort Bragg | NC | 11/2014 | 03/2018 |
| Audi Flatirons | Broomfield | CO | 07/2018 | 04/2019 |
| Premier Draft Beer Services | Littleton | CO | 03/2019 | 03/2020 |
| Woodley's Fine Furniture | Centennial | CO | 05/2020 | 06/2021 |
| Msu Denver | Denver | CO | 08/2018 | Present |
| Unemployed | Broomfield | CO | 04/2018 | 06/2018 |
| Schwab Wealth Advisory, Inc | Omaha | NE | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-19 |
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