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Allison Carol Irving

Irving Planning & Investments, Ltd.

Centennial, CO

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Current Employers
Irving Planning & Investments, Ltd.

4901 E Dry Creek Rd Ste 130, Centennial, CO 80122 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-12-07
  • CO RA
    APPROVED
    Since 2022-12-07

Branch Locations

4901 E Dry Creek Rd Ste 130, Centennial, CO 80122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Lone Tree CO 10/2010 12/2016
Homemaker Centennial CO 12/2016 06/2022
Irving Planning & Investments Lakewooc CO 06/2022 Present
  • 10/2010 → 12/2016
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 12/2016 → 06/2022
    Homemaker
    Centennial, CO
  • 06/2022 → Present
    Irving Planning & Investments
    Lakewooc, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-07
S63 Uniform Securities Agent State Law Examination 2012-07-20
  • S65 Uniform Investment Adviser Law Examination
    2022-12-07
  • S63 Uniform Securities Agent State Law Examination
    2012-07-20
Other Names
  • Allison Carol Barber
  • Allison Carol Irving
  • Allison Carol Barber

View on SEC IAPD

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