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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-11-04 |
Branch Locations
16811 Burke Street Suite 101, Omaha, NE 68118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Omaha | NE | 10/2020 | 06/2024 |
| Homemaker | Bellevue | NE | 01/2020 | 10/2020 |
| Self-Employed | Rexburg | ID | 07/2019 | 01/2020 |
| Tueller Counseling Center | Idaho Falls | ID | 07/2019 | 09/2019 |
| Byu-Idaho | Rexburg | ID | 09/2017 | 07/2019 |
| Homemaker | Rexburg | ID | 01/2017 | 08/2017 |
| Sprint | American Fork | UT | 08/2016 | 01/2017 |
| Charles Schwab & Co., Inc. | Omaha | NE | 01/2024 | Present |
| Charles Schwab Bank, Ssb | Omaha | NE | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-08 |
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