Charlene Ann Laney

Current Employers

Employment History

• 10/2014 → 03/2020
  Charles Schwab & Co.INc
  Lone Tree, AZ
• 01/2017 → 05/2017
  Optionsxpress, Inc.
  Phoenix, AZ
• 05/2017 → 04/2020
  Schwab Private Client Investment Advisory, Inc.
  Lone Tree, CO
• 04/2020 → 02/2026
  Lpl Financial Llc
  Denver, CO
• 02/2026 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2026 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2020-04-30 → 2026-02-24
  Lpl Financial Llc
  Greenwood Village, CO
  Centennial, CO
• 2017-05-03 → 2020-05-21
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO
• 2016-01-20 → 2017-05-03
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Lone Tree, CO

Other Businesses

1) ROOT TO RISE YOGA, 101 N Ulster Ct, Ste 101, Denver CO 80230, 08/2018, Contract Employee - Yoga Teacher, Sport/Fitness/Gaming, NIR, 2 HR/MO, 0 HR/MO TRADING 2) NEWMAKER FINANCIAL, 7173 S. Havana St., Ste 600, Centennial, CO 80112, United States, 02/17/2026, Owner, DBA Name, INV REL, 180 HR/MO - 160 HR/MO TRADING 3) CHARLENE A LANEY LLC, 7173 S. Havana St., Ste 600, Centennial, CO 80112, United States, 02/17/2026, W-2 Employee, Owner/Partner of a Business Entity, NIR, 180 HR/MO - 160 HR/MO TRADING 4) CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, 02/17/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING 5) CHARLENE A LANEY LLC, 7173 S Havana St, Ste 600, Centennial CO 80112, 03/2026, Owner, Divorce Planning Services, NIR, 10 HR/MO, 10 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2016-01-20
• S63 Uniform Securities Agent State Law Examination
  2015-03-27

Designations