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Inactive

Joseph Schwartz

Markle Financial LLC

Fort Collins, CO

Laramie, WY

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Current Employers
Markle Financial Llc

506 S. 21St. St. Suite 101, Laramie, WY 82070 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-06-23
TX RA APPROVED 2026-06-23
WY RA APPROVED 2024-10-11
  • CO RA
    APPROVED
    Since 2026-06-23
  • TX RA
    APPROVED
    Since 2026-06-23
  • WY RA
    APPROVED
    Since 2024-10-11

Branch Locations

Fort Collins, CO • United States

506 S. 21St. St. Suite 101, Laramie, WY 82070 • 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
Markle Financial Llc Laramie WY 03/2024 Present
Markle Financial Llc Laramie WY 05/2023 03/2024
University Of Wyoming Laramie WY 09/2022 05/2023
Altitude Chophouse & Brewery Laramie WY 10/2021 09/2022
Ace Hardware Laramie WY 05/2020 10/2021
University Of Wyoming Laramie WY 08/2019 05/2020
Ace Hardware Sterling CO 03/2019 08/2019
Student Merino CO 04/2014 03/2019
Fritzler Farms Merino CO 03/2018 08/2018
Cottonwood Creek Farms Merino CO 05/2016 08/2017
  • 03/2024 → Present
    Markle Financial Llc
    Laramie, WY
  • 05/2023 → 03/2024
    Markle Financial Llc
    Laramie, WY
  • 09/2022 → 05/2023
    University Of Wyoming
    Laramie, WY
  • 10/2021 → 09/2022
    Altitude Chophouse & Brewery
    Laramie, WY
  • 05/2020 → 10/2021
    Ace Hardware
    Laramie, WY
  • 08/2019 → 05/2020
    University Of Wyoming
    Laramie, WY
  • 03/2019 → 08/2019
    Ace Hardware
    Sterling, CO
  • 04/2014 → 03/2019
    Student
    Merino, CO
  • 03/2018 → 08/2018
    Fritzler Farms
    Merino, CO
  • 05/2016 → 08/2017
    Cottonwood Creek Farms
    Merino, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-11
  • S65 Uniform Investment Adviser Law Examination
    2024-10-11

View on SEC IAPD

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GRADIENT ADVISORS, LLC · FORT COLLINS, CO
AMERIPRISE FINANCIAL SERVICES, LLC · FORT COLLINS, CO
AE WEALTH MANAGEMENT, LLC · Fort Collins, CO
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