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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-10-10 |
Branch Locations
16811 Burke Street Suite 101, Omaha, NE 68118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa | Phoenix | AZ | 08/2016 | 05/2020 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 05/2020 | 11/2020 |
| Fidelity Investments | Sun City | AZ | 11/2020 | 08/2021 |
| D.A. Davidson & Co. | Omaha | NE | 09/2021 | 09/2024 |
| Charles Schwab Bank, Ssb | Omaha | NE | 09/2024 | Present |
| Charles Schwab & Co., Inc. | Omaha | NE | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-22 |
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