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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-12 |
Branch Locations
6930 S University Blvd, Centennial, CO 80122 • United States
60 E South Temple St, Salt Lake City, UT 84111 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co.,Inc. | Lone Tree | CO | 05/2016 | 11/2022 |
| Collins Bench | Boulder | CO | 05/2017 | 03/2023 |
| Charles Schwab Bank Ssb | Lone Tree | CO | 07/2020 | 09/2021 |
| Fidelity Investments | Greenwood Village | CO | 03/2023 | 04/2026 |
| Unemployed | Denver | CO | 12/2022 | 02/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | 04/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Centennial | CO | 07/2026 | Present |
| Unemployed | Denver | CO | 05/2026 | 06/2026 |
I*5127300 Entity Type: For Profit Name of OBA: Collins Bench LLC Address: Boulder, Colorado, 80304 Investment Related: No Position, Title, Association: Owner Employee Start Date: 05/19/2017 Number of Hours: 5, Monthly Number of Hours during trading: 0 Duties: Produce and sell small, foldable, wooden benches. Crafting and selling of benches.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-01 |
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