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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-06-25 |
| TX | RA | APPROVED | 2021-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Colorado Springs | CO | 09/2018 | 05/2021 |
| Unemployed | Colorado Springs | CO | 07/2018 | 09/2018 |
| First Command Financial Services | Colorado Springs | CO | 02/2017 | 07/2018 |
| University Of Colorado Colorado Springs | Colorado Springs | CO | 08/2016 | 05/2018 |
| Colorado Training Center | Colorado Springs | CO | 09/2012 | 03/2020 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 06/2021 | Present |
| Schwab Wealth Advisory Inc | Lone Tree | CO | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-25 |
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