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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2021-11-09
IN RA APPROVED 2020-12-11
  • CO RA
    APPROVED
    Since 2021-11-09
  • IN RA
    APPROVED
    Since 2020-12-11

Branch Locations

1701 Platte Street Suite 131, Denver, CO 80202 • 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. Denver CO 02/2020 Present
Indiana Wesleyan University Marion IN 08/2018 12/2018
Starbucks Marion IN 04/2017 12/2019
Indiana Wesleyan University Marion IN 09/2017 12/2019
Three Square Properties, Llc Naperville IL 12/2018 12/2021
Nexus Financial Discipleship Center Marion IN 08/2019 12/2019
Vipkid San Francisco CA 03/2020 08/2020
Global Partners Fishers IN 05/2019 07/2019
Indiana Wesleyan University Marion IN 06/2018 08/2018
Brinker Heights Wesleyan Church Marion IN 11/2018 05/2019
Connection Pointe Christian Church Brownsburg IN 03/2015 08/2017
Indiana Wesleyan University Marion IN 09/2017 05/2018
Radically Fearless Indianapolis IN 03/2013 12/2019
Charles Schwab Bank, Ssb Denver CO 08/2021 Present
Td Ameritrade, Inc. Denver CO 04/2023 06/2024
  • 02/2020 → Present
    Denver, CO
  • 08/2018 → 12/2018
    Indiana Wesleyan University
    Marion, IN
  • 04/2017 → 12/2019
    Starbucks
    Marion, IN
  • 09/2017 → 12/2019
    Indiana Wesleyan University
    Marion, IN
  • 12/2018 → 12/2021
    Three Square Properties, Llc
    Naperville, IL
  • 08/2019 → 12/2019
    Nexus Financial Discipleship Center
    Marion, IN
  • 03/2020 → 08/2020
    Vipkid
    San Francisco, CA
  • 05/2019 → 07/2019
    Global Partners
    Fishers, IN
  • 06/2018 → 08/2018
    Indiana Wesleyan University
    Marion, IN
  • 11/2018 → 05/2019
    Brinker Heights Wesleyan Church
    Marion, IN
  • 03/2015 → 08/2017
    Connection Pointe Christian Church
    Brownsburg, IN
  • 09/2017 → 05/2018
    Indiana Wesleyan University
    Marion, IN
  • 03/2013 → 12/2019
    Radically Fearless
    Indianapolis, IN
  • 08/2021 → Present
    Charles Schwab Bank, Ssb
    Denver, CO
  • 04/2023 → 06/2024
    Td Ameritrade, Inc.
    Denver, CO
Other Businesses

1) Cancer League of Colorado Foundation|Investment Related:No|Englewood, CO 80155;Engelwood;CO;80155;USA|Nonprofit Charitable Organizations|Board Member|2024-09-19|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0.5|Will start after receiving compliance approval, goal would be to help bring ideas to the table for them to raise additional awareness and introduce connections and people to help with their organization, no financial services or investment related responsibilities are a part of my role 2) The Audacity Lab|Investment Related:No|1031 33rd St, Ste 176;Denver;CO;80205;USA|Nonprofit Charitable Organizations|Director/Board Member|2026-02-15|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|I would be an acting board member for audacity with no authority over assets or investment decisions. meetings will be quarterly with work for the non profit and direction, meetings will be outside of normal business hours and will not interrupt current work obligations. this is an unpaid position

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-11
  • S66 Uniform Combined State Law Examination
    2020-12-11
Other Names
  • Courtney Sackett

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