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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-12-10
CO RA APPROVED 2021-10-11
  • TX RA
    APPROVED_RES
    Since 2025-12-10
  • CO RA
    APPROVED
    Since 2021-10-11

Branch Locations

Parker, CO • United States

9800 Schwab Way, Lone Tree, CO 80124 • 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
Fast Fix Denver CO 07/2016 03/2017
Chase Bank Englewood CO 12/2015 12/2018
Charles Schwab & Co., Inc. Parker CO 01/2019 Present
Charles Schwab Bank, Ssb Parker CO 04/2021 Present
  • 07/2016 → 03/2017
    Fast Fix
    Denver, CO
  • 12/2015 → 12/2018
    Chase Bank
    Englewood, CO
  • 01/2019 → Present
    Parker, CO
  • 04/2021 → Present
    Charles Schwab Bank, Ssb
    Parker, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-11
S63 Uniform Securities Agent State Law Examination 2019-08-14
  • S66 Uniform Combined State Law Examination
    2021-10-11
  • S63 Uniform Securities Agent State Law Examination
    2019-08-14

View on SEC IAPD

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