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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-07-11 |
Branch Locations
460 S College Ave, Fort Collins, CO 80524 • United States
1700 Lincoln St 10Th & 11Th Fls [Ma/Md-Rbo], Denver, CO 80203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Windsor | CO | 01/2016 | 06/2024 |
| Wells Fargo Clearing Services, Llc | Fort Collins | CO | 06/2024 | Present |
| Wells Fargo Bank, Na | Fort Collins | CO | 06/2024 | Present |
RENTAL PROPERTY; INV RELATED; WINDSOR, CO; 100% OWNERSHIP WITH SPOUSE; START DATE 12/1/2024; 5 HOURS PER MONTH; 0 DURING TRADING; OWNER OF RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-26 |
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