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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-12-19 |
| TX | RA | APPROVED | 2025-12-19 |
Branch Locations
2733 Council Tree Ave Suite 113, Fort Collins, CO 80525-6316 • United States
2480 Canyon Blvd Suite M4, Boulder, CO 80302-6702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 06/2022 | 08/2023 |
| Elevations Credit Union | Boulder | CO | 02/2022 | 05/2022 |
| University Of Colorado Boulder | Boulder | CO | 08/2019 | 08/2022 |
| Flagstaff House | Boulder | CO | 08/2021 | 12/2021 |
| Gritly | Denver | CO | 05/2021 | 08/2021 |
| Lamariposa Resteraunt | Boulder | CO | 03/2021 | 07/2021 |
| Moe's Broadway Bagel | Boulder | CO | 09/2019 | 08/2021 |
| Audrey Jane's Pizza Garage | Boulder | CO | 01/2021 | 03/2021 |
| E&J Concrete | Greeley | CO | 03/2020 | 08/2020 |
| Moe's Broadway Bagel | Boulder | CO | 09/2019 | 08/2021 |
| E&J Concrete | Greeley | CO | 05/2019 | 08/2019 |
| University Of Colorado Boulder | Boulder | CO | 08/2018 | 08/2022 |
| E&J Concrete | Greeley | CO | 09/2017 | 08/2018 |
| Lamariposa | Greeley | CO | 11/2017 | 04/2018 |
| Northridge High School | Greeley | CO | 08/2014 | 05/2018 |
| Wells Fargo Clearing Services, Llc | Denver | CO | 08/2023 | 03/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Longmont | CO | 03/2024 | 11/2025 |
| Bank Of America N.A. | Longmont | CO | 05/2024 | 11/2025 |
| Charles Schwab & Co., Inc. | Fort Collins | CO | 12/2025 | Present |
| Charles Schwab Bank, Ssb | Fort Collins | CO | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-21 |
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