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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-10 |
Branch Locations
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 03/2007 | 01/2026 |
| Charles Schwab Bank | Lone Tree | CO | 02/2008 | 01/2026 |
| Empower Financial Services, Inc | Greenwood Village | CO | 07/2026 | Present |
| Empower Advisory Group, Llc | Greenwood Village | CO | 07/2026 | Present |
| Semi-Retired/Unemployed | Parker | CO | 01/2026 | Present |
A-Z Plus Service, non-investment related, 10662 E Whispering Pines Dr Parker Co 80138, Debris and Junk removal, Owner, 1/2026, 10 hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-15 |
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