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Lily Marissa Denny

Charles Schwab & Co., Inc.

Eugene, OR

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2023-12-20
  • OR RA
    APPROVED
    Since 2023-12-20

Branch Locations

975 Oak Street Suite 150, Eugene, OR 97401 • 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
Fidelity Investments Monterey CA 01/2023 11/2023
Unemployed Seaside CA 08/2022 01/2023
Rocket Mortgage Detroit MI 03/2021 08/2022
Synchronicity Holistic Carmel-By-The-Sea CA 05/2020 11/2020
Mary Jane'S House Of Glass Washougal WA 07/2013 05/2020
Unemployed Seaside CA 11/2020 03/2021
Charles Schwab & Co., Inc. Eugene OR 12/2023 Present
Charles Schwab Bank, Ssb Eugene OR 12/2023 Present
  • 01/2023 → 11/2023
    Fidelity Investments
    Monterey, CA
  • 08/2022 → 01/2023
    Unemployed
    Seaside, CA
  • 03/2021 → 08/2022
    Rocket Mortgage
    Detroit, MI
  • 05/2020 → 11/2020
    Synchronicity Holistic
    Carmel-By-The-Sea, CA
  • 07/2013 → 05/2020
    Mary Jane'S House Of Glass
    Washougal, WA
  • 11/2020 → 03/2021
    Unemployed
    Seaside, CA
  • 12/2023 → Present
    Charles Schwab & Co., Inc.
    Eugene, OR
  • 12/2023 → Present
    Charles Schwab Bank, Ssb
    Eugene, OR
Previous Registrations
  • 2023-09-18 → 2023-11-08
    Fidelity Personal And Workplace Advisors
    Monterey, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-18
S63 Uniform Securities Agent State Law Examination 2023-04-01
  • S66 Uniform Combined State Law Examination
    2023-08-18
  • S63 Uniform Securities Agent State Law Examination
    2023-04-01
Other Names
  • Lily Marissa Simonis
  • Lily Marissa Denny
  • Lily Marisaa Denny

View on SEC IAPD

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THE STRATEGIC FINANCIAL ALLIANCE, INC.
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK

Other Investors

Andrew Glenn College
Mason Davis Young
JAYMAN FRANK YI
SARAH RYAN MELLGREN
Stephen Douglas Allen
Nathan Robert Cabuco
Monica Vaughn Fisher
Rene Israel Jaramillo Mariscal

Other Offices

ROEHL & YI INVESTMENT ADVISORS, LLC · EUGENE, OR
FINANCIAL FACILITATORS, INC. · EUGENE, OR
UBS FINANCIAL SERVICES INC. · EUGENE, OR
CETERA INVESTMENT ADVISERS LLC · EUGENE, OR
EDWARD JONES · EUGENE, OR
CETERA INVESTMENT ADVISERS LLC · EUGENE, OR
CETERA INVESTMENT ADVISERS LLC · EUGENE, OR
CETERA INVESTMENT ADVISERS LLC · EUGENE, OR

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