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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-04-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Denver | CO | 08/2016 | 12/2019 |
| Us Army Reserve | Windsor | CO | 08/2009 | 07/2018 |
| Charles Schwab Bank | Denver | CO | 06/2018 | 12/2019 |
| Personal Capital Advisors Corporation | Denver | CO | 01/2020 | Present |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-13 |
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