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Current Employers
Forecast Capital Management

Castle Rock, CO • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-02-28
  • CO RA
    APPROVED
    Since 2025-02-28

Branch Locations

Silverthorne, CO • United States

Castle Rock, CO • 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. 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
  • 08/2018 → 11/2022
    Frisco, CO
  • 08/2017 → 08/2018
    University Of Puget Sound
    Tacoma, WA
  • 05/2017 → 08/2017
    Charles Schwab
    Lonetree, CO
  • 08/2016 → 05/2017
    University Of Pugets Sound
    Tacoma, WA
  • 05/2020 → 11/2022
    Charles Schwab Bank Ssb
    Frisco, CO
  • 11/2022 → Present
    Castle Rock, CO
  • 05/2024 → Present
    Great Point Capital, Llc
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-17
  • S66 Uniform Combined State Law Examination
    2019-07-17
Designations

View on SEC IAPD

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