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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-03 |
| CO | RA | APPROVED | 2025-07-03 |
Branch Locations
1701 Platte Street Suite 131, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-05 |
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