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Mason Thomas Burnside

Charles Schwab & Co., Inc.

Frisco, CO

CRD 7915851

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-06-17
  • CO RA
    APPROVED
    Since 2025-06-17

Branch Locations

211 Main Street Suite 2A, Frisco, CO 80443 • 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
Charles Schwab & Co., Inc. Frisco CO 06/2024 Present
Texas Roadhouse Bozeman MT 08/2023 05/2024
Texas Roadhouse Parker CO 06/2023 08/2023
Home Depot Parker CO 06/2022 03/2023
Full-Time Education Bozeman MT 08/2020 05/2024
Full-Time Education Parker CO 07/2016 05/2020
Waterway Carwash Parker CO 05/2019 09/2021
Charles Schwab Bank Ssb Frisco CO 05/2025 Present
  • 06/2024 → Present
    Charles Schwab & Co., Inc.
    Frisco, CO
  • 08/2023 → 05/2024
    Texas Roadhouse
    Bozeman, MT
  • 06/2023 → 08/2023
    Texas Roadhouse
    Parker, CO
  • 06/2022 → 03/2023
    Home Depot
    Parker, CO
  • 08/2020 → 05/2024
    Full-Time Education
    Bozeman, MT
  • 07/2016 → 05/2020
    Full-Time Education
    Parker, CO
  • 05/2019 → 09/2021
    Waterway Carwash
    Parker, CO
  • 05/2025 → Present
    Charles Schwab Bank Ssb
    Frisco, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-20
  • S66 Uniform Combined State Law Examination
    2024-09-20

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
WESTERN WEALTH MANAGEMENT LLC

Nearby Investors

Jack Mishler
BEN THOMAS IGOU
Ian Donovan

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Frisco, CO
EDWARD JONES · FRISCO, CO
WESTERN WEALTH MANAGEMENT LLC · Frisco, CO

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