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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 10/2020 | 06/2024 |
| American National Bank | Omaha | NE | 07/2020 | 10/2020 |
| Baber Management | Omaha | NE | 11/2019 | 06/2020 |
| West Gate Bank | Omaha | NE | 07/2019 | 11/2019 |
| Modern Woodmen Of America | Lincoln | NE | 10/2018 | 07/2019 |
| University Of Nebraska-Lincoln | Omaha | NE | 08/2017 | 10/2018 |
| Classic Pool And Spa | Omaha | NE | 05/2017 | 08/2017 |
| University Of Nebraska-Lincoln | Lincoln | NE | 08/2016 | 05/2017 |
| Charles Schwab And Co., Inc. | Omaha | NE | 06/2023 | Present |
| Charles Schwab Bank | Westlake | TX | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-09 |
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