Salko Sipic

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-05-07
CO	RA	APPROVED	2025-07-29

Branch Locations

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

Organization	City	State	From	To
Oppenheimerfunds Inc	Englewood	CO	10/2017	08/2019
Macy's	Fort Collins	CO	06/2016	04/2017
Full Time Education	Fort Collins	CO	08/2012	05/2017
Unemployed	Aurora	CO	05/2017	10/2017
Tiaa	Denver	CO	10/2023	07/2025
Tiaa-Cref Individual & Institutional Services, Llc	Denver	CO	10/2023	07/2025
Unemployed	Aurora	CO	08/2019	11/2019
First Western Trust Bank	Denver	CO	11/2019	12/2022
Unemployed	Aurora	CO	12/2022	10/2023
Schwab Wealth Advisory, Inc.	Lone Tree	CO	07/2025	Present
Charles Schwab & Co., Inc.	Lone Tree	CO	07/2025	Present

10/2017 → 08/2019

Oppenheimerfunds Inc

Englewood, CO
06/2016 → 04/2017

Macy's

Fort Collins, CO
08/2012 → 05/2017

Full Time Education

Fort Collins, CO
05/2017 → 10/2017

Unemployed

Aurora, CO
10/2023 → 07/2025

Tiaa

Denver, CO
10/2023 → 07/2025

Tiaa-Cref Individual & Institutional Services, Llc

Denver, CO
08/2019 → 11/2019

Unemployed

Aurora, CO
11/2019 → 12/2022

First Western Trust Bank

Denver, CO
12/2022 → 10/2023

Unemployed

Aurora, CO
07/2025 → Present

Schwab Wealth Advisory, Inc.

Lone Tree, CO
07/2025 → Present

Charles Schwab & Co., Inc.

Lone Tree, CO

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-03-16
S63	Uniform Securities Agent State Law Examination	2024-02-17