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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | MN | 05/2000 | 01/2024 |
| Charles Schwab Bank | Lone Tree | CO | 02/2005 | 01/2024 |
| Unemployed | Lone Tree | CO | 01/2024 | 06/2024 |
| Commonwealth Financial Network | San Diego | CA | 06/2024 | Present |
| Pillar Wealth Management Of Colorado | Lone Tree | CO | 06/2024 | Present |
1.Fixed insurance sales; Located in one Tree, CO, as of 06/03/2024, 0% time spent during business hours; Conducted at branch location; Investment related. 2.Owner, Pillar Wealth Management of Colorado, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 05/28/2024; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-31 |
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