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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritrade | Bellevue | NE | 02/2004 | 12/2022 |
| Charles Schwab And Co., Inc. | Bellevue | NE | 12/2022 | Present |
1) Rent | Investment Related:No|4857 162nd ST |Omaha|Nebraska|68116|USA|Other|No title|5/24/2021|Less than 20|0.000000|This does not involve any addtional duties. She is just going to be paying us monthly to cover half the mortgage.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-20 |
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