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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-01-14 |
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 |
|---|---|---|---|---|
| Cobalt Credit Union | Papillion | NE | 08/2017 | 01/2022 |
| Nebraska Furniture Mart | Omaha | NE | 09/2014 | 01/2018 |
| Lpl Financial Llc | Papillion | NE | 11/2020 | 11/2021 |
| Jpmorgan Chase Bank, N.A. | Omaha | NE | 02/2022 | 10/2025 |
| J.P. Morgan Securities Llc | Omaha | NE | 02/2022 | 10/2025 |
| Charles Schwab & Co., Inc | Omaha | NE | 10/2025 | Present |
| Charles Schwab Bank | Omaha | NE | 10/2025 | Present |
Entity Name: BeccaBill Media LLC Investment related: No Address: Private Residence Nature of the other business: Content Creator Position/Title/Relationship: Owner/Partner Start Date: 07/01/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Social media influencing on TikTok and Instagram platforms. My wife will be running the business on her social media platforms and my role will be to assist with content. Content will be based around her lifestyle (i.e.: her singing, her outfit of the day, our animals, Brand Partnership videos directed at teachers to solicit interest in school products and supplies, review Tik Tok trending videos and create our own version (basic daily life videos)). None of the content used in the business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-14 |
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