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Blake Madden Spencer

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 7205858

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-05-15
  • CO RA
    APPROVED
    Since 2023-05-15

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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. Lone Tree CO 12/2019 Present
Rogue Mountain Llc Denver CO 06/2017 08/2017
University Of Colorado-Boulder Boulder CO 08/2013 05/2017
Mg Stover & Co. Denver CO 09/2017 03/2019
Unemployed San Diego CA 03/2019 11/2019
  • 12/2019 → Present
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 06/2017 → 08/2017
    Rogue Mountain Llc
    Denver, CO
  • 08/2013 → 05/2017
    University Of Colorado-Boulder
    Boulder, CO
  • 09/2017 → 03/2019
    Mg Stover & Co.
    Denver, CO
  • 03/2019 → 11/2019
    Unemployed
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-13
  • S66 Uniform Combined State Law Examination
    2023-05-13
Other Names
  • Blake M. Spencer
  • Blake Spencer

View on SEC IAPD

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