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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-05-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Bellevue | NE | 02/2008 | 05/2023 |
| Charles Schwab & Co., Inc. | Omaha | NE | 05/2023 | Present |
1) Mind's Eye Travel | Investment Related:No|Travel/Transportation/Tourism|Tour guide|1/1/2026|Less than 20|0|Being a guide for vision impaired person's who have signed up for a vacation through Mind's Eye Travel
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-14 |
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