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10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-05-07 |
| CO | RA | APPROVED | 2019-03-18 |
Branch Locations
10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
8101 E. Prentice Avenue Suite 1000, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | New York | NY | 11/2009 | 09/2017 |
| Charles Schwab Bank | New York | NY | 07/2011 | 09/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Denver | CO | 09/2017 | 03/2019 |
| Bank Of America, N.A. | Denver | CO | 11/2017 | 03/2019 |
| Capital Investment Advisors, Llc | Denver | CO | 03/2019 | Present |
CP Sales Services, LLC; Not investment related. 13061 W 29th Ave, Golden, CO 80401. Title: Owner. Start Date: April 2025. Nature of Business: Passive entity. Duties: There are no duties specifically tied to CP Sales Services LLC. Hours spent participating in this activity during security trading hours: None.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-08 |
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