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Scott Alan Poulsen

Charles Schwab & Co., Inc.

Boise, ID

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2024-11-29
  • ID RA
    APPROVED
    Since 2024-11-29

Branch Locations

902 W. Main St., Boise, ID 83702-5708 • 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
High School Gilbert AZ 10/2014 08/2017
United States Air Force Luke Afb AZ 08/2017 08/2023
Enerbank/Regions Bank Salt Lake City UT 03/2021 11/2023
A-1 Installations Nw Llc Lake Oswego OR 11/2023 01/2024
Charles Schwab & Co., Inc. Bosie ID 01/2024 Present
Charles Schwab Bank Bosie ID 11/2024 Present
  • 10/2014 → 08/2017
    High School
    Gilbert, AZ
  • 08/2017 → 08/2023
    United States Air Force
    Luke Afb, AZ
  • 03/2021 → 11/2023
    Enerbank/Regions Bank
    Salt Lake City, UT
  • 11/2023 → 01/2024
    A-1 Installations Nw Llc
    Lake Oswego, OR
  • 01/2024 → Present
    Charles Schwab & Co., Inc.
    Bosie, ID
  • 11/2024 → Present
    Charles Schwab Bank
    Bosie, ID
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-27
  • S66 Uniform Combined State Law Examination
    2024-11-27
Other Names
  • Scottie Poulsen

View on SEC IAPD

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Other Offices

INTEGRATED ADVISORS · BOISE, ID
GEM STATE INVESTMENT ADVISORS · BOISE, ID
THE ASSET CONSULTING GROUP, INC · BOISE, ID
STATE FARM INVESTMENT MANAGEMENT CORP. · Boise, ID
ARRIEN INVESTMENTS, INC. · BOISE, ID
LPL FINANCIAL LLC · BOISE, ID
U.S. BANCORP ADVISORS, LLC · Boise, ID
APOLLON WEALTH MANAGEMENT, LLC · BOISE, ID

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