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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2020-03-02
  • NM RA
    APPROVED
    Since 2020-03-02

Branch Locations

141 S Roadrunner Pkwy Suite 141C, Las Cruces, NM 88011 • 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. Las Cruces NM 10/2018 Present
Pat Campbell Insurance Las Cruces NM 03/2009 10/2018
Other Businesses

1) Friends of the New Mexico Farm & Ranch Heritage Museum | Investment Related:No|4100 Dripping Springs Rd|Las Cruces|NM|88011|USA|Nonprofit Charitable Organizations|Director-at-Large Board Member|1/21/2025|Less than 20|0|The Friends provide support to the New Mexico Farm & Ranch Heritage Museum. The board meets once a month. I would serve on various committees, volunteer at events and help facilitate the Friends' activities. I would not take on any financial services or investment related responsibilities for the board., 2) JME Ventures, LLC | Investment Related:No|Other|Single Member LLC - Member|6/30/2026|Less than 20|0.25|Entity established exclusively in connection with the rep’s independent broker relationship with the firm for liability, protection and tax purposes

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-28
  • S66 Uniform Combined State Law Examination
    2020-02-28
Other Names
  • Danielle Monroe

View on SEC IAPD

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