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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-10-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Bellevue | NE | 01/2008 | 06/2024 |
| The Omaha Newspapers | Omaha | NE | 11/2004 | Present |
| Charles Schwab & Co., Inc | Omaha | NE | 06/2023 | Present |
| Charles Schwab Bank, Ssb | Omaha | NE | 01/2023 | Present |
1) Data Annotation|Investment Related: No|Computer/IT Services|Data Annotator|6/23/2024|20-40 hour/month - 0 during trading hours|I review AI images or conversations/queries and correct the AI model or choose the best of responses across multiple responses, including sometimes writing my own responses or updates to the model's language/rationale. This is not financially related or adjacent and is more focused on technology and creative writing, but the position is anonymous and my name is not attached to any of the work done with a given model.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-24 |
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