Henry Janes Macfarland

Current Employers

Employment History

• 07/2014 → 07/2018
  College For Financial Planning
  Centennial, CO
• 06/2016 → 03/2018
  Schwab Wealth Investment Advisory Inc
  Lone Tree, CO
• 12/2016 → 01/2022
  Charles Schwab & Co Inc
  Westlake, TX
• 01/2020 → 01/2021
  Schwab Private Client Investment Advisory
  Westlake, TX
• 01/2022 → 05/2025
  Hilltop Securities Inc
  Dallas, TX
• 05/2025 → Present
  Edward Jones
  St Louis, MO
• 05/2023 → Present
  Kaplan Na
  Alphretta, GA

Previous Registrations

• 2022-01-11 → 2025-06-09
  Hilltop Securities Inc.
  Dallas, TX
• 2024-07-31 → 2025-06-09
  Momentum Independent Network Inc.
  Dallas, TX
• 2018-01-19 → 2022-02-01
  Charles Schwab & Co., Inc.
  Lone Tree, CO
  Westlake, TX
  Indianapolis, IN
• 2020-01-30 → 2021-02-01
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO
  Westlake, TX
• 2016-06-27 → 2018-03-29
  Schwab Wealth Investment Advisory, Inc.
  Lone Tree, CO
  San Francisco, CA
• 2014-09-18 → 2016-03-07
  Asset One Llc
  Greenwood Village, CO
• 2014-08-21 → 2016-01-27
  Girard Securities, Inc.
  Greenwood Village, CO
  San Diego, CA
• 2013-01-17 → 2014-07-18
  Charles Schwab & Co., Inc.
  Englewood, CO
• 2009-05-19 → 2012-09-12
  Lpl Financial Llc
  Englewood, CO
• 2007-02-22 → 2009-04-13
  T. Rowe Price Advisory Services, Inc.
  Colorado Springs, CO

Other Businesses

Kaplan/College for Financial Planning Type of business: College Centennial, CO Start date: 5/1/2023 Adjunct Professor Hours per week: 5 Hours during trading: 0 Edit and update educational materials Lead course seminars based on the CFFP material and slide decks Respond to student inquiries Research and develop content as a technical editor

Exams

• S66 Uniform Combined State Law Examination
  2006-09-21

Designations

Other Names

• Henry J Macfarland
• Scot Macfarland
• Henry Janes Macfarland
• Henry Macfarland
• Henry Janes Macfarland
• Henry Janes Macfarland
• Henry Janes Macfarland