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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 06/2021 | Present |
| Td Ameritrade Inc. | Bellevue | NE | 07/2010 | 12/2022 |
1) Self-owned | Investment Related:No|4820 Englewood Ave|Omaha|NE|68137|USA|Real Estate (Non-Agent/Broker)|Landlord|4/1/2025|Less than 20|0|I'm buying a house to have as a rental.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-24 |
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