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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-05 |
| CO | RA | APPROVED | 2025-06-30 |
| OR | RA | APPROVED | 2019-01-02 |
Branch Locations
7001 East Belleview Ave Suite 150, Denver, CO 80237 • United States
200 Clayton Street Suite 100, Denver, CO 80206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Denver | CO | 07/2017 | Present |
| Colorado State University | Fort Collins | CO | 08/2016 | 07/2017 |
| Charles Schwab Bank, Ssb | Denver | CO | 10/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-20 |
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