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Amethyst Sophia Anita Gefre

Charles Schwab & Co., Inc.

Woodbury, MN

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-03-31
  • MN RA
    APPROVED
    Since 2025-03-31

Branch Locations

295 Radio Drive Suite D, Woodbury, MN 55125 • 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
Ameriprise Financial Services, Inc. Minneapolis MN 01/2019 03/2021
American Government Services, Llc Hudson WI 10/2012 11/2019
American Government Services, Llc Hudson WI 03/2021 10/2021
Galena Concepts, Llc Champlin MN 11/2021 01/2025
Compass Staffing Solutions Elgin IL 12/2022 02/2025
Charles Schwab & Co., Inc. Woodbury MN 10/2024 Present
Charles Schwab Bank Woodbury MN 10/2024 Present
  • 01/2019 → 03/2021
    Ameriprise Financial Services, Inc.
    Minneapolis, MN
  • 10/2012 → 11/2019
    American Government Services, Llc
    Hudson, WI
  • 03/2021 → 10/2021
    American Government Services, Llc
    Hudson, WI
  • 11/2021 → 01/2025
    Galena Concepts, Llc
    Champlin, MN
  • 12/2022 → 02/2025
    Compass Staffing Solutions
    Elgin, IL
  • 10/2024 → Present
    Charles Schwab & Co., Inc.
    Woodbury, MN
  • 10/2024 → Present
    Charles Schwab Bank
    Woodbury, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-31
S63 Uniform Securities Agent State Law Examination 2019-03-27
  • S66 Uniform Combined State Law Examination
    2025-03-31
  • S63 Uniform Securities Agent State Law Examination
    2019-03-27

View on SEC IAPD

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Other Offices

FOCUS FINANCIAL · WOODBURY, MN
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC. · Woodbury, MN
FOCUS FINANCIAL · WOODBURY, MN
OSAIC WEALTH, INC. · WOODBURY, MN
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WOODBURY, MN
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Woodbury, MN
EDWARD JONES · WOODBURY, MN
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