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Haylie Mclean Patrick

Charles Schwab & Co., Inc.

Denver, CO

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-03
CO RA APPROVED 2025-03-18
  • TX RA
    APPROVED
    Since 2026-01-03
  • CO RA
    APPROVED
    Since 2025-03-18

Branch Locations

1701 Platte Street Suite 131, Denver, CO 80202 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Feld Entertainment Palmetto FL 08/2015 03/2020
City Of Fort Collins Fort Collins CO 06/2013 03/2020
World Trade Center Denver Denver CO 04/2022 10/2022
Ide - International Development Enterprises Denver CO 06/2022 01/2023
Charles Schwab Denver CO 06/2023 Present
Full Time Education Denver CO 01/2023 05/2023
Dr. Kylie Castans Optometry Aurora CO 09/2020 06/2022
Full Time Education Fort Collins CO 05/2020 08/2020
Charles Schwab Bank Denver CO 12/2024 Present
  • 08/2015 → 03/2020
    Feld Entertainment
    Palmetto, FL
  • 06/2013 → 03/2020
    City Of Fort Collins
    Fort Collins, CO
  • 04/2022 → 10/2022
    World Trade Center Denver
    Denver, CO
  • 06/2022 → 01/2023
    Ide - International Development Enterprises
    Denver, CO
  • 06/2023 → Present
    Charles Schwab
    Denver, CO
  • 01/2023 → 05/2023
    Full Time Education
    Denver, CO
  • 09/2020 → 06/2022
    Dr. Kylie Castans Optometry
    Aurora, CO
  • 05/2020 → 08/2020
    Full Time Education
    Fort Collins, CO
  • 12/2024 → Present
    Charles Schwab Bank
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-18
  • S66 Uniform Combined State Law Examination
    2025-03-18

View on SEC IAPD

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Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
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