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Castle Rock, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-02-28 |
Branch Locations
Silverthorne, CO • United States
Castle Rock, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Frisco | CO | 08/2018 | 11/2022 |
| University Of Puget Sound | Tacoma | WA | 08/2017 | 08/2018 |
| Charles Schwab | Lonetree | CO | 05/2017 | 08/2017 |
| University Of Pugets Sound | Tacoma | WA | 08/2016 | 05/2017 |
| Charles Schwab Bank Ssb | Frisco | CO | 05/2020 | 11/2022 |
| Forecast Capital Management | Castle Rock | CO | 11/2022 | Present |
| Great Point Capital, Llc | Chicago | IL | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-17 |
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