Joseph David Gard

300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-08-26

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Lone Tree	CO	04/2022	04/2024
Credit Union Of Colorado	Denver	CO	07/2020	04/2022
Douglas County Libraries	Parker	CO	06/2018	07/2020
Chick-Fil-A	Parker	CO	01/2017	07/2018
Action Care Ambulance	Centennial	CO	04/2016	12/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Denver	CO	04/2024	08/2026
Arapahoe Community College	Littleton	CO	08/2017	12/2019
Liberty University	Lynchburg	VA	01/2020	10/2022
Bank Of America, N.A.	Denver	CO	06/2024	08/2026
Pnc Wealth Management	Castle Rock	CO	08/2026	Present

04/2022 → 04/2024

Charles Schwab & Co., Inc.

Lone Tree, CO
07/2020 → 04/2022

Credit Union Of Colorado

Denver, CO
06/2018 → 07/2020

Douglas County Libraries

Parker, CO
01/2017 → 07/2018

Chick-Fil-A

Parker, CO
04/2016 → 12/2016

Action Care Ambulance

Centennial, CO
04/2024 → 08/2026

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Denver, CO
08/2017 → 12/2019

Arapahoe Community College

Littleton, CO
01/2020 → 10/2022

Liberty University

Lynchburg, VA
06/2024 → 08/2026

Bank Of America, N.A.

Denver, CO
08/2026 → Present

Pnc Wealth Management

Castle Rock, CO

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-06-20
S63	Uniform Securities Agent State Law Examination	2022-08-03