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5675 Dtc Boulevard Suite 175, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-12 |
| CO | RA | APPROVED | 2023-08-15 |
Branch Locations
5675 Dtc Boulevard Suite 175, 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. | Lone Tree | CO | 08/2012 | 03/2025 |
| Schwab Private Client Investment Advisory, Inc | Lone Tree | CO | 07/2015 | 04/2023 |
| Nilsine Partners, Llc | Greenwood Village | CO | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-22 |
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