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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Bellevue | NE | 08/2007 | 06/2017 |
| Woodmen Financial Services, Inc. | Omaha | NE | 06/2017 | 02/2018 |
| Td Ameritrade, Inc. | Omaha | NE | 02/2018 | 05/2024 |
| Charles Schwab & Co., Inc. | Omaha | NE | 01/2022 | Present |
| Charles Schwab Bank, Ssb | Omaha | NE | 04/2025 | Present |
1) Lakeview Bible Church | Investment Related:No|Other|youth group leader|1/15/2019|20-40|0.000000|Run activities for 5 years through high school, 2) Thomas Jefferson Baseball | Investment Related:No|Other|team parent|3/8/2019|Less than 20|0.000000|Help run fundraisers, collect money from fundraisers and decide on the equiptment to purchased for baseball., 3) All in Party Rentals | Investment Related:No|13520 Discovery Dr Suite 208|Omaha|NE|68137|USA|Entertainment Venues/Theaters|table games |3/22/2025|Less than 20|0|On the weekends I would go to corporate parties and deal craps and blackjack with fake money.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-28 |
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