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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-01-14 |
| TX | RA | APPROVED | 2020-06-05 |
| MN | RA | APPROVED | 2019-01-02 |
Branch Locations
5100 Belt Line Rd. Suite 852, Dallas, TX 75254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Dallas | TX | 06/2017 | Present |
| Jcpenney | Fort Collins | CO | 08/2016 | 01/2017 |
| Sears | Fort Collins | CO | 01/2017 | 05/2017 |
| Techvana, Llc | Erie | CO | 05/2011 | 04/2017 |
| Colorado State University | Fort Collins | CO | 08/2013 | 05/2017 |
| Charles Schwab Bank, Ssb | Dallas | TX | 10/2018 | Present |
1) Blake Nelson Rental Property|Investment Related: No|Unit 101, Dallas, Texas, 75206, United States of America|Real Estate (Non-Agent/Broker)|Landlord|4/1/2023|Less than 20 hour/month - 0 during trading hours|No financial services or invesement related activities, landlord duties only, 2) Blake Nelson Rental Property|Investment Related: No|Real Estate (Non-Agent/Broker)|Landlord|4/1/2023|Less than 20 hour/month - 0 during trading hours|landlord activities, no financial services provided or investment related activities, 3) Blake Nelson|Investment Related: No|Unit 103, Dallas, Texas, 75204, United States of America|Real Estate (Non-Agent/Broker)|Landlord|7/1/2024|Less than 20 hour/month - 0 during trading hours|Landlord, rent collect, no financial services or investment related responsibilities take place, only perform outside of normal working hours 4) Blake Nelson Rental Property|Investment Related:No|Dallas;Texas;75204;United States of America|Real Estate (Non-Agent/Broker)|Landlord|2024-08-20|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|landlord, collect rent on rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-04 |
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