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2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-03-12 |
| TX | RA | APPROVED | 2026-03-11 |
Branch Locations
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 06/2018 | 10/2022 |
| Purdue University | West Lafayette | IN | 09/2016 | 12/2016 |
| Northwestern Mutual | Indianapolis | IN | 01/2017 | 08/2017 |
| Purdue University | West Lafayette | IN | 09/2017 | 10/2017 |
| Two Fellas Grille | West Lafayette | IN | 11/2017 | 02/2018 |
| Purdue University | West Lafayette | IN | 03/2018 | 05/2018 |
| Charles Schwab Bank | Lone Tree | CO | 11/2019 | 10/2022 |
| Facet | West Palm Beach | FL | 03/2026 | Present |
| Unemployed | Englewood | CO | 10/2022 | 03/2023 |
| U.S. Bank | Denver | CO | 03/2023 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-04 |
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