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4600 S. Syracuse Street 9Th Floor, Denver, CO 80237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-30 |
| TX | RA | APPROVED_RES | 2025-06-30 |
Branch Locations
4600 S. Syracuse Street 9Th Floor, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Burlington | MA | 02/2017 | 12/2020 |
| Quality Pools And Spas | Boulder | CO | 01/2013 | 11/2016 |
| Charles Schwab Bank, Ssb | Burlington | MA | 02/2017 | 12/2020 |
| Unemployed | Denver | CO | 12/2016 | 01/2017 |
| J.P. Morgan Securities Llc | Vail | CO | 07/2021 | 01/2023 |
| Jp Morgan Chase Bank, N.A. | Vail | CO | 07/2021 | 01/2023 |
| Charles Schwab Bank, Ssb | Denver | CO | 12/2020 | 06/2021 |
| Charles Schwab & Co., Inc. | Denver | CO | 12/2020 | 06/2021 |
| Capfinancial Securities Llc | Raleigh | NC | 01/2023 | 01/2024 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 01/2023 | 01/2024 |
| Moneta Group Investment Advisors, Llc | Denver | CO | 01/2024 | 06/2025 |
| Owl Creek Wealth Partners | Denver | CO | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-19 |
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