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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-17 |
| TX | RA | APPROVED | 2026-06-17 |
Branch Locations
2480 Canyon Blvd Suite M4, Boulder, CO 80302-6702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mike Maroone Automotive | Colorado Springs | CO | 03/2025 | 08/2025 |
| Creekside Tree Nursury | Boulder | CO | 05/2024 | 03/2025 |
| Full Time Education | Boulder | CO | 08/2021 | 05/2025 |
| University Of Colorado - Boulder | Boulder | CO | 08/2022 | 05/2024 |
| Stellas Cucina | Boulder | CO | 05/2023 | 08/2023 |
| Bj's Brewhouse | Boulder | CO | 05/2022 | 08/2022 |
| Leaf Vegetarian | Boulder | CO | 04/2021 | 10/2021 |
| Full Time Education | Lafayette | CO | 08/2017 | 08/2021 |
| Indian Peak Golf Course | Lafayette | CO | 04/2020 | 09/2020 |
| City Of Lafayette | Lafayette | CO | 08/2018 | 09/2019 |
| Full Time Education | Lafayette | CO | 08/2014 | 08/2017 |
| Innovation Partners Llc | Charlotte | NC | 08/2025 | 05/2026 |
| Valet Living | Irving | TX | 08/2025 | 10/2025 |
| Catalyst Wealth Management Llc | Houston | TX | 10/2025 | 05/2026 |
| Snag Llc | Boulder | CO | 01/2025 | 03/2025 |
| Noodles And Company | Lafayette | CO | 08/2019 | 03/2020 |
| Charles Schwab & Co., Inc. | Boulder | CO | 06/2026 | Present |
| Charles Schwab Bank, Ssb | Boulder | CO | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-20 |
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