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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-11-01 |
| UT | RA | APPROVED | 2022-11-01 |
Branch Locations
210 University Boulevard Ste 800, Denver, CO 80206 • United States
Golden, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Denver | CO | 08/1996 | 05/2021 |
| Charles Schwab Bank | Denver | CO | 02/2005 | 05/2021 |
| Rental Property | Phoenix | AZ | 01/2002 | 08/2017 |
| Robert W. Baird | Denver | CO | 10/2022 | Present |
| Unemployed | Denver | CO | 05/2021 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-16 |
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