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Maximillian Edward Watkins

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 2024-08-12
  • TX RA
    APPROVED
    Since 2026-01-03
  • CO RA
    APPROVED
    Since 2024-08-12

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
Fidelity Investments Greenwood Village CO 08/2023 06/2024
Rosetta Hall Boulder CO 09/2021 11/2022
University Of Colorado Boulder Boulder CO 08/2019 08/2023
Lakewood Country Club Dallas TX 05/2020 08/2020
Professional Parking Solutions Dallas TX 05/2019 08/2019
Texas Certified Umpires Association Dallas TX 06/2017 08/2017
Woodrow Wilson High School Dallas TX 08/2015 05/2019
Charles Schwab & Co., Inc. Denver CO 07/2024 Present
Charles Schwab Bank, Ssb Denver CO 07/2024 Present
  • 08/2023 → 06/2024
    Fidelity Investments
    Greenwood Village, CO
  • 09/2021 → 11/2022
    Rosetta Hall
    Boulder, CO
  • 08/2019 → 08/2023
    University Of Colorado Boulder
    Boulder, CO
  • 05/2020 → 08/2020
    Lakewood Country Club
    Dallas, TX
  • 05/2019 → 08/2019
    Professional Parking Solutions
    Dallas, TX
  • 06/2017 → 08/2017
    Texas Certified Umpires Association
    Dallas, TX
  • 08/2015 → 05/2019
    Woodrow Wilson High School
    Dallas, TX
  • 07/2024 → Present
    Charles Schwab & Co., Inc.
    Denver, CO
  • 07/2024 → Present
    Charles Schwab Bank, Ssb
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-12
S63 Uniform Securities Agent State Law Examination 2023-10-18
  • S65 Uniform Investment Adviser Law Examination
    2024-08-12
  • S63 Uniform Securities Agent State Law Examination
    2023-10-18
Other Names
  • Maximillian Watkins
  • Max Watkins

View on SEC IAPD

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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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