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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-07-01 |
Branch Locations
200 S. 108 Ave, Omaha, NE 68154 • United States
9800 Schwab Way, Lone Tree, CO 80124 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Bellevue | NE | 02/2000 | 06/2024 |
| Charles Schwab And Co., Inc. | Bellevue | NE | 06/2024 | Present |
Name of Outside Business:Bounce Ninja; Investment Related:No; Address of Outside Business:Omaha Ne 68137; Nature of Outside Business:Service Industry; Position:Driver; Start Date:4/1/2014; Hours per month: 10-20; Hours per month during securities trading hours: No; Description of Duties: Bounce house delivery, set up, take down, pick up. PESH LLC|Investment Related:No|Rental Services (Other than Real Estate)|Owner |2022-07-18|HoursPerMonth:Varies|HoursSpentduringSecurityTrading:0|Owner. Monitor operations of multi faceted events business to include event hosting, rental of party equipment, inflatables, wedding and sporting event photography & video,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-01 |
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