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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-16 |
| TX | RA | APPROVED | 2026-03-16 |
Branch Locations
3200 Cherry Creek S Dr Ste 100, Denver, CO 80209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2023 | 12/2024 |
| Genpact | New York | NY | 02/2022 | 04/2023 |
| Matrix Resources | Atlanta | GA | 05/2021 | 02/2022 |
| Full Time Education | Fort Collins | CO | 12/2020 | 05/2021 |
| Empower Retirement | Greenwood Village | CO | 05/2018 | 11/2020 |
| Voya Financial | Atlanta | GA | 02/2015 | 03/2018 |
| Charles Schwab | Lone Tree | CO | 12/2024 | 03/2026 |
| Charles Schwab Bank | Lone Tree | CO | 12/2024 | 03/2026 |
| Charles Schwab Premier Bank | Lone Tree | CO | 12/2024 | 03/2026 |
| Charles Schwab Trust Bank | Lone Tree | CO | 12/2024 | 03/2026 |
| Wells Fargo Clearing Services, Llc | Cherry Creek | CO | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-12 |
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