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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-26 |
| CO | RA | APPROVED | 2025-09-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 08/2014 | 06/2018 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 03/2025 | 09/2025 |
| Fidelity Investments | Denver | CO | 09/2025 | Present |
| Allspring Funds Distributor, Llc | Boston | MA | 02/2023 | 02/2025 |
| Charles Schwab Bank | Lone Tree | CO | 10/2017 | 06/2018 |
| Allspring Funds Management, Llc | Boston | MA | 02/2023 | 02/2025 |
| Charles Schwab Bank | Lone Tree | CO | 03/2025 | 09/2025 |
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 06/2018 | 01/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-16 |
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