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255 Fillmore Street Suite 500, Denver, CO 80206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-11 |
| CO | RA | APPROVED | 2023-01-10 |
Branch Locations
255 Fillmore Street Suite 500, Denver, CO 80206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Menlo Park | CA | 06/2018 | 04/2021 |
| Charles Schwab Bank, Ssb | Menlo Park | CA | 06/2018 | 04/2021 |
| Factset Research Systems, Inc. | San Francsico | CA | 09/2016 | 05/2018 |
| Cochlear Americas | Englewood | CO | 05/2016 | 09/2016 |
| Cva Family Office, Llc. | Denver | CO | 04/2021 | Present |
1- Owns and operates All Season Wash Co. LLC a car detailing service. He runs the company operations and devotes no more than 20 hours per month to this business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-27 |
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