Talon Bryce Pitchforth

Current Employers

Employment History

• 11/2020 → 07/2024
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 04/2017 → 09/2020
  Franklin Covey Co.
  West Valley City, UT
• 01/2016 → 03/2017
  Brigham Young University - Idaho
  Rexburg, ID
• 09/2016 → 12/2016
  Cbiz, Inc.
  Bakersfield, CA
• 11/2022 → 07/2024
  Charles Schwab Bank Ssb
  Phoenix, AZ
• 08/2024 → 05/2026
  Valued Wealth Advisors, Llc Dba Interwise
  Holladay, UT
• 09/2024 → 02/2026
  Chauner Securities, Inc.
  Northbrook, IL
• 08/2024 → Present
  Interwise Tax
  Holladay, UT
• 01/2026 → Present
  Q2 Financial, Llc
  Thornton, CO
• 02/2026 → Present
  Q2 Tax, Llc
  Thornton, CO

Previous Registrations

• 2024-08-08 → 2026-05-22
  Interwise
  Holladay, UT
• 2021-07-30 → 2024-08-09
  Charles Schwab & Co., Inc.
  Lone Tree, CO
  Phoenix, AZ
  Lone Tree, CO

Other Businesses

Interwise Tax - Not investment related 3115 East Lion Lane Ste 160, Holladay, UT 84121. Tax, 401K TPA (Third Party Administrator) Pension Plan Specialist August 2024 Approximately 80 hours per month or 50% of his time Approximately 48 hours per month during trading hours or 30% of his time Duties include 401k Third Party Administration the name of the other business; Q2 Tax, LLC whether the business is investment-related; not Investment related the address of the other business; 4074 E. 126th Avenue Thornton CO 80241 the nature of the other business; Tax services your position; title, or relationship with the other business; Owner the start date of your relationship; February 2026 the approximate number of hours/month you devote to the other business; 20 hours/month or 12.5% of time the number of hours you devote to the other business during securities trading hours; 10 hours/month 6.25% of time and briefly describe your duties relating to the other business; Tax preparation and Tax Planning.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-09-10
• S65 Uniform Investment Adviser Law Examination
  2020-05-15

Designations