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Max James Vezzani

Charles Schwab & Co., Inc.

Fort Collins, CO

Boulder, 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
CO RA APPROVED 2023-02-24
TX RA APPROVED 2022-03-22
  • CO RA
    APPROVED
    Since 2023-02-24
  • TX RA
    APPROVED
    Since 2022-03-22

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

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
Charles Schwab & Co.,Inc. Fort Collins CO 09/2021 Present
Lululemon Castle Rock CO 06/2021 02/2022
Towne Park - Halcyon Hotel Denver CO 06/2017 03/2020
Student Phoenix AZ 03/2020 04/2021
Student Castle Rock CO 06/2011 06/2017
Unemployed Castle Rock CO 04/2021 06/2021
Charles Schwab Bank, Ssb Fort Collins CO 10/2022 Present
  • 09/2021 → Present
    Charles Schwab & Co.,Inc.
    Fort Collins, CO
  • 06/2021 → 02/2022
    Lululemon
    Castle Rock, CO
  • 06/2017 → 03/2020
    Towne Park - Halcyon Hotel
    Denver, CO
  • 03/2020 → 04/2021
    Student
    Phoenix, AZ
  • 06/2011 → 06/2017
    Student
    Castle Rock, CO
  • 04/2021 → 06/2021
    Unemployed
    Castle Rock, CO
  • 10/2022 → Present
    Charles Schwab Bank, Ssb
    Fort Collins, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-22
  • S66 Uniform Combined State Law Examination
    2022-03-22
Other Names
  • Max J Vezzani

View on SEC IAPD

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