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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 11/2014 | 06/2024 |
| Charles Schwab & Co., Inc. | Omaha | NE | 10/2021 | Present |
(1) Name: Personal training/Web Video, Role: Personal Trainer, Type: Sports Official or Coaching, Start Date: 04/15/2021, Investment Related? : No Number of Hours/Mo: 12, Duties: Virtual personal training for weightlifting Video uploading to YouTube for instructions on weightlifting form and methods.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-02 |
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