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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-07 |
| NE | RA | APPROVED | 2024-05-31 |
Branch Locations
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
200 South 108Th Ave., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Southlake | TX | 05/2008 | 04/2021 |
| Sterk Financial Services | Dakota Dunes | SD | 06/2021 | 01/2022 |
| Mercer Global Advisors | Denver | CO | 06/2022 | 05/2023 |
| Tim Harrison | Omaha | NE | 05/2023 | 12/2023 |
| Northwestern Mutual Investment Services Llc | Omaha | NE | 10/2023 | 12/2023 |
| Unemployed | Omaha | NE | 02/2022 | 05/2022 |
| Self Employment | Omaha | NE | 11/2018 | Present |
| Nebraska Council On Economic Education | Lincoln | NE | 09/2019 | 09/2024 |
| Woodbury Financial Services Inc | Dakota Dunes | SD | 06/2021 | 01/2022 |
| Charles Schwab & Co., Inc. | Omaha | NE | 04/2024 | Present |
| Schwab Wealth Advisory, Inc. | Omaha | NE | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-01 |
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