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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-08-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | La Vista | NE | 01/2016 | 10/2016 |
| Td Ameritrade, Inc. | Omaha | NE | 10/2016 | 06/2024 |
| Charles Schwab & Co., Inc. | Omaha | NE | 07/2022 | Present |
1) Hickory Hills Elementary Parent Teacher Organization (PTO) | Investment Related:No|Education|Treasurer (Volunteer)|5/11/2026|Less than 20|0|Unpaid, volunteer officer role with a public elementary school Parent Teacher Organization (PTO). Responsibilities are limited to basic bookkeeping and financial oversight of PTO funds related to school events and donations. Duties include maintaining accurate records of income and expenses, presenting periodic financial summaries to the PTO board and members, and assisting with preparation of an annual budget for board approval. All disbursements are made only as authorized by the PTO board, and checks require dual signatures (Treasurer and President). No unilateral decision-making authority over funds. No financial services, investment activity, securities, or advisory responsibilities. No compensation or personal financial benefit.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-10 |
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