Best Investors Account Sign in
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-03
CO RA APPROVED 2025-07-03
  • TX RA
    APPROVED
    Since 2026-01-03
  • CO RA
    APPROVED
    Since 2025-07-03

Branch Locations

1701 Platte Street Suite 131, Denver, CO 80202 • 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. Lone Tree CO 07/2023 Present
Culver's Parker CO 01/2017 11/2017
Arby's Parker CO 11/2017 11/2018
Home Depot Lone Tree CO 05/2019 08/2019
Automart Usa Parker CO 05/2021 09/2021
Autozone Greeley CO 10/2021 05/2022
Full-Time Education Greeley CO 01/2011 05/2023
Charles Schwab Bank Lone Tree CO 09/2025 Present
  • 07/2023 → Present
    Lone Tree, CO
  • 01/2017 → 11/2017
    Culver's
    Parker, CO
  • 11/2017 → 11/2018
    Arby's
    Parker, CO
  • 05/2019 → 08/2019
    Home Depot
    Lone Tree, CO
  • 05/2021 → 09/2021
    Automart Usa
    Parker, CO
  • 10/2021 → 05/2022
    Autozone
    Greeley, CO
  • 01/2011 → 05/2023
    Full-Time Education
    Greeley, CO
  • 09/2025 → Present
    Charles Schwab Bank
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-03
S63 Uniform Securities Agent State Law Examination 2023-12-05
  • S66 Uniform Combined State Law Examination
    2025-07-03
  • S63 Uniform Securities Agent State Law Examination
    2023-12-05

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Denver, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor