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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-05-13 |
Branch Locations
2480 Canyon Blvd Suite M4, Boulder, CO 80302-6702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab And Co., Inc. | Boulder | CO | 06/2019 | Present |
| Colorado University - Boulder | Boulder | CO | 08/2016 | 05/2017 |
| Troon | Castle Pines | CO | 05/2017 | 08/2017 |
| Sanctuary Golf Club | Castle Pines | CO | 05/2017 | 12/2017 |
| Colorado University - Boulder | Boulder | CO | 08/2017 | 05/2018 |
| Veritude | Greenwood Village | CO | 05/2018 | 08/2018 |
| Colorado University - Boulder | Boulder | CO | 08/2018 | 06/2019 |
| Charles Schwab Bank Ssb | Boulder | CO | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-25 |
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