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Heather Marie Terry

Charles Schwab & Co., Inc.

Omaha, NE

Omaha, NE

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2022-10-05
  • NE RA
    APPROVED
    Since 2022-10-05

Branch Locations

Omaha, NE • United States

200 S. 108 Ave, Omaha, NE 68154 • 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
Ameritrade Inc Bellevue NE 09/2004 02/2023
Td Ameritrade, Inc. Bellevue NE 04/2006 02/2023
Charles Schwab & Co., Inc. Omaha NE 10/2022 Present
  • 09/2004 → 02/2023
    Ameritrade Inc
    Bellevue, NE
  • 04/2006 → 02/2023
    Td Ameritrade, Inc.
    Bellevue, NE
  • 10/2022 → Present
    Charles Schwab & Co., Inc.
    Omaha, NE
Previous Registrations
  • 2008-01-11 → 2022-10-14
    Td Ameritrade, Inc.
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
  • 2008-01-11 → 2019-01-04
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-02-07
  • S66 Uniform Combined State Law Examination
    2006-02-07
Other Names
  • Heather Marie Freyer
  • Heather Marie Freyer
  • Heather Marie Jorgensen
  • Heather Marie Jorgensen
  • Heather Marie Freyer

View on SEC IAPD

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