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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Council Bluffs | IA | 01/2018 | 06/2024 |
| Securities America, Inc. | La Vista | NE | 03/2016 | 12/2017 |
| Cracker Barrel | Council Bluffs | IA | 05/2012 | 02/2017 |
| Charles Schwab And Co., Inc. | Omaha | NE | 01/2024 | Present |
Name: Digital Storefronts Website Marketing, Role: Online Digital Website Marketer, Type: Advertising/Marketing, Start Date: 10/13/2021, Investment Related?: No, Address: 1224 Wedgewood Drive, Council Bluffs, IA 51503, Number of Hours/Mo: 50, Number of Hrs during trading hours: 5, Duties: I build websites on Strikingly.com and use Search Engine Optimization (SEO) techniques to rank my website in a specific business niche. I do this for existing businesses that don't have a good marketing presence on Google in their top 3 map pack spot. I then find a business owner who would be interested in getting the additional leads that result from being at the top of the Google listings, and I forward all my phone and email leads to that business owner. The business owner then either pays me a flat fee per month, a fee per lead they receive, a contract % fee on every lead they close from the ones I send them, or they might pay me to create a fresh, SEO enabled website for them. It is digital online website marketing. I am also responsible for maintaining my websites and keeping up to date with the changes in SEO policy from Google, and for keeping a monthly spreadsheet of "digital rent" and number of leads generated by each so I have accurate bookkeeping on which businesses are due to pay me what amounts. Organic Digital Leads LLC|Investment Related:No|Advertising|Digital Marketer|2022-04-28|HoursPerMonth:20-40|HoursSpentduringSecurityTrading:1|I build websites on Strikingly.com and use Search Engine Optimization (SEO) techniques to rank my website in a specific business niche. I do this for existing businesses that don't have a good marketing presence on Google in their top 3 map pack spot. I then find a business owner who would be interested in getting the additional leads that result from being at the top of the Google listings, and I forward all my phone and email leads to that business owner. The business owner then either pays me a flat fee per month, a fee per lead they receive, a contract % fee on every lead they close from the ones I send them, or they might pay me to create a fresh, SEO enabled website for them. It is digital online website marketing. I am also responsible for maintaining my websites and keeping up to date with the changes in SEO policy from Google, and for keeping a monthly spreadsheet of "digital rent" and number of leads generated by each so I have accurate bookkeeping on which businesses are due to pay me what amounts. Good King Archery LLC|Investment Related:No|Sports/Physical Recreation|Owner|2024-03-25|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0.25|I am the owner and creator of products for Good King Archery. I make pvc archery bows, wooden dowel arrows, and pvc quivers. These products are intended for recreation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-15 |
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