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Daniel Ryan Lightner

Charles Schwab & Co., Inc.

Omaha, NE

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2022-06-28
  • NE RA
    APPROVED
    Since 2022-06-28

Branch Locations

200 S. 108 Ave, Omaha, NE 68154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade Clearing, Inc Omaha NE 01/2013 06/2021
Charles Schwab & Co., Inc. Omaha NE 01/2021 06/2021
Orion Advisor Technology Omaha NE 06/2021 04/2022
Orion Portfolio Solutions Omaha NE 06/2021 04/2022
Brinker Capital Securities Berwyn PA 10/2021 04/2022
Charles Schwab & Co., Inc. Omaha NE 05/2022 Present
  • 01/2013 → 06/2021
    Td Ameritrade Clearing, Inc
    Omaha, NE
  • 01/2021 → 06/2021
    Charles Schwab & Co., Inc.
    Omaha, NE
  • 06/2021 → 04/2022
    Orion Advisor Technology
    Omaha, NE
  • 06/2021 → 04/2022
    Orion Portfolio Solutions
    Omaha, NE
  • 10/2021 → 04/2022
    Brinker Capital Securities
    Berwyn, PA
  • 05/2022 → Present
    Charles Schwab & Co., Inc.
    Omaha, NE
Previous Registrations
  • 2021-09-22 → 2022-04-29
    Orion Portfolio Solutions, Llc
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-18
S63 Uniform Securities Agent State Law Examination 2011-11-28
  • S65 Uniform Investment Adviser Law Examination
    2021-09-18
  • S63 Uniform Securities Agent State Law Examination
    2011-11-28
Other Names
  • Danny Ryan Lightner
  • Daniel Lightner

View on SEC IAPD

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Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

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