Scott Richard Davis

955,800 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2020-12-08

Branch Locations

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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Lone Tree	CO	04/2018	Present
Schwab Charitable	Lone Tree	CO	10/2017	03/2018
Parker Douglas Insurance	Denver	CO	05/2017	10/2017
Urban Lending Services	Littleton	CO	09/2016	03/2017
Computershare/Specialized Loan Services, Inc.	Highlands Ranch	CO	10/2012	09/2016

04/2018 → Present

Charles Schwab & Co., Inc.

Lone Tree, CO
10/2017 → 03/2018

Schwab Charitable

Lone Tree, CO
05/2017 → 10/2017

Parker Douglas Insurance

Denver, CO
09/2016 → 03/2017

Urban Lending Services

Littleton, CO
10/2012 → 09/2016

Computershare/Specialized Loan Services, Inc.

Highlands Ranch, CO

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-12-07