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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Phoenix | AZ | 03/2018 | Present |
| Riddle And Bloom | Fort Collins | CO | 11/2017 | 12/2017 |
| Rockstar Energy | Fort Collins | CO | 08/2016 | 12/2017 |
| Colorado State Univeristy | Fort Collins | CO | 01/2016 | 12/2017 |
| Cyclebar | Scottsdale | AZ | 05/2019 | 12/2020 |
| Charles Schwab Bank, Ssb | Lone Tree | CO | 12/2020 | 08/2022 |
1) Power and Flow | Investment Related:No|7750 E McDowell RD|Scottsdale|AZ|85257|United States|Sports/Physical Recreation|Spin Instructor |2/27/2026|Less than 20|0|Teaching Spin
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-13 |
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