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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 05/2017 | 12/2022 |
| Infogroup | Papillion | NE | 02/2012 | 04/2017 |
| Charles Schwab And Co., Inc. | Omaha | NE | 12/2022 | Present |
| Charles Schwab Bank, Ssb | Omaha | NE | 11/2023 | Present |
Name of Outside Business:Giles Ridge SID; Investment Related:No; Address of Outside Business:Omaha, NE; Nature of Outside Business:Board member/Officer; Position:Board Member; Start Date:10/25/2017; Hours per month: 0-10; Hours per month during securities trading hours: Yes; Description of Duties: Board Member for SID for my neigborhood Giles Ridge. Meet 2-3 times a year to pay bills for neighborhood.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-07 |
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