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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-10-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 07/2009 | 04/2023 |
| Charles Schwab & Co., Inc. | Omaha | NE | 04/2023 | Present |
1) Church Mens Club | Investment Related:No|Other|Treasurer|2/23/2012|Less than 20|0.000000|write checks to pay expenses and collect funds at events for deposit, 2) Estate of Karrol Kitt | Investment Related:No|Other|Executor|8/27/2024|Less than 20|0|I will be responsible for the distribution of the assets to the beneficiaries of the estate of Karrol Kitt., 3) KC Golf Sims LLC | Investment Related:No|2510 SW White Birch Dr|Ankeny|IA|50023|USA|Sports/Physical Recreation|Owner|8/27/2026|Less than 20|0|Swing 365 Golf provides membership-based access to two private state-of-the-art golf simulators. I will be a part owner/operator of the Ankeny IA location. My responsibilities will be to manage memberships through the website, help members with our booking platform and correspond with prospective members via email and text. These activities will be happening primarily on weekend and evenings. I will be one of 3 owners that will be sharing these responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-28 |
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