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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-05 |
| FL | RA | APPROVED | 2025-04-07 |
| TX | RA | APPROVED | 2025-04-04 |
Branch Locations
510 W Washington St, San Diego, CA 92103 • United States
4655 Executive Dr Ste 1000 [Sc-Rbo], San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 09/2021 | 09/2023 |
| Charles Schwab Bank, Ssb | Denver | CO | 09/2021 | 10/2022 |
| Ball Aerospace | Westminster | CO | 05/2020 | 09/2021 |
| Prudential Financial | Englewood | CO | 05/2019 | 08/2019 |
| Colorado State University Call Center | Fort Collins | CO | 12/2015 | 05/2019 |
| Firstbank | Lakewood | CO | 05/2018 | 08/2018 |
| University Of Colorado Boulder | Boulder | CO | 08/2019 | 05/2020 |
| Colorado State University | Fort Collins | CO | 08/2014 | 05/2019 |
| Wells Fargo Clearing Services, Llc . | Fort Lauderdale | FL | 04/2025 | Present |
| Arizona State University | Tempe | AZ | 09/2023 | 05/2024 |
| College For Financial Planning | New York | NY | 05/2024 | 11/2024 |
| N/A | Lakewood | CO | 11/2024 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-29 |
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