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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-04-25 |
Branch Locations
111 South Tejon Street Suite 109, Colorado Springs, CO 80903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Life Church | Colorado Springs | CO | 06/2021 | 09/2022 |
| Kokomos Shaved Ice | Colorado Springs | CO | 05/2020 | 10/2021 |
| Straight Street International | Granada | 07/2022 | 08/2022 | |
| Broken Bones Bbq | Colorado Springs | CO | 02/2022 | 08/2024 |
| Charles Schwab | Lone Tree | CO | 06/2024 | 08/2024 |
| Integrity Wealth Advisors | Colorado Springs | CO | 09/2024 | 11/2024 |
| Forest Bend Llc | Colorado Springs | CO | 11/2024 | 12/2024 |
| Charles Schwab & Co., Inc. | Colorado Springs | CO | 01/2025 | Present |
| Unemployed | Colorado Springs | CO | 04/2016 | 04/2020 |
| Charles Schwab Bank, Ssb | Colorado Springs | CO | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-25 |
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