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Damien Scott Peterson

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 7453281

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-05-04
  • CO RA
    APPROVED
    Since 2024-05-04

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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. Colorado Springs CO 10/2021 Present
Jpmorgan Chase & Co. Colorado Springs CO 07/2018 09/2021
Centura Health Colorado Springs CO 04/2015 03/2019
  • 10/2021 → Present
    Charles Schwab & Co., Inc.
    Colorado Springs, CO
  • 07/2018 → 09/2021
    Jpmorgan Chase & Co.
    Colorado Springs, CO
  • 04/2015 → 03/2019
    Centura Health
    Colorado Springs, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-04
S63 Uniform Securities Agent State Law Examination 2022-07-28
  • S66 Uniform Combined State Law Examination
    2024-05-04
  • S63 Uniform Securities Agent State Law Examination
    2022-07-28

View on SEC IAPD

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