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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-10-03 |
| CO | RA | APPROVED | 2025-04-17 |
Branch Locations
2595 Canyon Boulevard Suite 320, Bouler, CO 80302 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 02/2017 | 08/2018 |
| Better Than Sex Dessert Restaurant | Orlando | FL | 10/2015 | 12/2016 |
| University Of Central Florida | Orlando | FL | 05/2015 | 11/2016 |
| Fruitful Inc | New York | NY | 11/2023 | 03/2025 |
| Unemployed | Denver | CO | 03/2023 | 11/2023 |
| Mercer Global Advisors Inc. | Boulder | CO | 03/2025 | Present |
| Charles Schwab Bank | Boulder | CO | 02/2017 | 04/2023 |
| Charles Schwab & Co., Inc. | Stamford | CT | 08/2018 | 09/2019 |
| Charles Schwab & Co., Inc. | Boulder | CO | 09/2019 | 04/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-30 |
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