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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-01-14
TX RA APPROVED 2020-06-05
MN RA APPROVED 2019-01-02
  • LA RA
    APPROVED
    Since 2025-01-14
  • TX RA
    APPROVED
    Since 2020-06-05
  • MN RA
    APPROVED
    Since 2019-01-02

Branch Locations

5100 Belt Line Rd. Suite 852, Dallas, TX 75254 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2017 → Present
    Dallas, TX
  • 08/2016 → 01/2017
    Jcpenney
    Fort Collins, CO
  • 01/2017 → 05/2017
    Sears
    Fort Collins, CO
  • 05/2011 → 04/2017
    Techvana, Llc
    Erie, CO
  • 08/2013 → 05/2017
    Colorado State University
    Fort Collins, CO
  • 10/2018 → Present
    Charles Schwab Bank, Ssb
    Dallas, TX
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-04
  • S66 Uniform Combined State Law Examination
    2017-12-04

View on SEC IAPD

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