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Sage Whitney Polio

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
CO RA APPROVED 2026-05-15
  • CO RA
    APPROVED
    Since 2026-05-15

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
Lululemon Scottsdale AZ 07/2022 05/2024
Original Chop Shop Tempe AZ 05/2022 04/2023
Mindlance Inc Union NJ 09/2023 01/2024
Charles Schwab & Co., Inc. Denver CO 06/2024 Present
Charles Schwab Phoenix AZ 02/2024 05/2025
Unemployed Cypress TX 01/2016 04/2022
Charles Schwab Bank Denver CO 06/2024 Present
  • 07/2022 → 05/2024
    Lululemon
    Scottsdale, AZ
  • 05/2022 → 04/2023
    Original Chop Shop
    Tempe, AZ
  • 09/2023 → 01/2024
    Mindlance Inc
    Union, NJ
  • 06/2024 → Present
    Charles Schwab & Co., Inc.
    Denver, CO
  • 02/2024 → 05/2025
    Charles Schwab
    Phoenix, AZ
  • 01/2016 → 04/2022
    Unemployed
    Cypress, TX
  • 06/2024 → Present
    Charles Schwab Bank
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-15
  • S66 Uniform Combined State Law Examination
    2026-05-15

View on SEC IAPD

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DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
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