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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-11-09 |
| IN | RA | APPROVED | 2020-12-11 |
Branch Locations
1701 Platte Street Suite 131, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-11 |
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