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925 Paseo De Peralta, Santa Fe, NM 87501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-08-13 |
| NM | RA | APPROVED | 2023-04-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 03/2014 | 09/2022 |
| Charles Schwab Bank | Lone Tree | CO | 01/2017 | 09/2022 |
| Charles Schwab Premier Bank | Lone Tree | CO | 01/2018 | 09/2022 |
| Charles Schwab Trust Bank | Lone Tree | CO | 02/2020 | 09/2022 |
| Td Ameritrade Inc. | Lone Tree | CO | 06/2021 | 09/2022 |
| Td Ameritrade Clearing, Inc. | Lone Tree | CO | 06/2021 | 09/2022 |
| City Different Investments | Santa Fe | NM | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-01 |
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