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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-04 |
| CO | RA | APPROVED | 2018-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colorado Department Of Education | Denver | CO | 03/2013 | 10/2016 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 10/2016 | Present |
| Schwab Wealth Advisory Inc | Lone Tree | CO | 05/2018 | Present |
USA HOCKEY; 08/20/2005; GOLDEN, COLORADO; NOT INVESTMENT RELATED; ON ICE OFFICIAL; NOT DURING SECURITIES TRADING HOURS; HOURS PER MONTH VARIES: Start Date = 12-29-20| RLK Real Estate, LLC| Part Owner, Manager| Denver, CO| Hours/Month = Less than 20| My wife, Courtney; parents, Donald and Christina Klein; and I make up the ownership and membership of an LLC. Articles of Organization were filed with the State of Colorado on 12/29/2020. The entity was formed to formalize the ownership structure of a rental townhome at 16069 E Elk Dr, Denver, CO, 80238, purchase in June of 2020 and previously disclosed. Courtney and I are listed as managers of the LLC. We have entered into a lease agreement with tenants and will manage the property going forward. At this time there are not plans to purchase more properties or expand the business of the LLC beyond the current investment. Courtney and I each own a 35% share of the LLC and Don and Chris jointly own the other 30%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-07 |
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