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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-02-03 |
| CT | RA | APPROVED | 2022-05-09 |
| TX | RA | APPROVED | 2021-06-28 |
Branch Locations
7001 East Belleview Ave Suite 150, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Denver | CO | 08/2020 | Present |
| Express, Llc | Lone Tree | CO | 11/2017 | 12/2018 |
| University Of Illinois At Urbana-Champaign | Urbana | IL | 05/2016 | 05/2020 |
| Financial Planning Associaton | Denver | CO | 10/2018 | 10/2018 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 06/2019 | 08/2019 |
| Charles Schwab Bank, Ssb | Denver | CO | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-28 |
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