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Michael Whited

Charles Schwab & Co., Inc.

Denver, CO

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-02-20
  • CO RA
    APPROVED
    Since 2026-02-20

Branch Locations

1701 Platte Street Suite 131, Denver, CO 80202 • 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
Fidelity Brokerage Services, Llc Colorado Springs CO 06/2015 02/2026
Fidelity Personal And Workplace Advisors Colorado Springs CO 07/2018 02/2026
Fidelity Investments Colorado Springs CO 03/2025 02/2026
Charles Schwab Bank, Ssb Denver CO 02/2026 Present
Charles Schwab & Co., Inc. Denver CO 02/2026 Present
  • 06/2015 → 02/2026
    Fidelity Brokerage Services, Llc
    Colorado Springs, CO
  • 07/2018 → 02/2026
    Fidelity Personal And Workplace Advisors
    Colorado Springs, CO
  • 03/2025 → 02/2026
    Fidelity Investments
    Colorado Springs, CO
  • 02/2026 → Present
    Charles Schwab Bank, Ssb
    Denver, CO
  • 02/2026 → Present
    Charles Schwab & Co., Inc.
    Denver, CO
Previous Registrations
  • 2025-03-31 → 2026-02-19
    Strategic Advisers Llc
    Colorado Springs, CO
    Colorado Springs, CO
    Denver, CO
    Denver, CO
    Boston, MA
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Colorado Springs, CO
    Denver, CO
  • 2016-03-11 → 2018-07-13
    Strategic Advisers Llc
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-05
S63 Uniform Securities Agent State Law Examination 2012-11-10
  • S66 Uniform Combined State Law Examination
    2016-03-05
  • S63 Uniform Securities Agent State Law Examination
    2012-11-10
Other Names
  • Michael S. Whited
  • Michael Steven Whited

View on SEC IAPD

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EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
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