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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-04-15 |
| TX | RA | APPROVED_RES | 2025-04-15 |
Branch Locations
5613 Dtc Pkwy Ste 1000, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fort Collins Dodge | Fort Collins | CO | 06/2016 | 01/2017 |
| Oxotic Llc | Golden | CO | 01/2018 | 01/2019 |
| Bankers Life And Casualty Insurance Company | Denver | CO | 01/2019 | 10/2019 |
| Action Signs | Fort Collins | CO | 01/2017 | 01/2018 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 12/2019 | 01/2024 |
| Charles Schwab & Co Inc,. | Lone Tree | CO | 02/2024 | 04/2025 |
| Wells Fargo Clearing Services, Llc | Albuquerque | NM | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-17 |
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