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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-11-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Omaha | NE | 10/2020 | 06/2024 |
| Spike, Llc | Colorado Springs | CO | 03/2020 | 09/2020 |
| Robert Half | Colorado Springs | CO | 01/2020 | 03/2020 |
| La-Z-Boy Furniture Galleries | Colorado Springs | CO | 06/2019 | 02/2020 |
| Spreetail | Lincoln | NE | 10/2018 | 06/2019 |
| Slumberland Furniture | Lincoln | NE | 04/2017 | 10/2018 |
| Riverside Payments | Lincoln | NE | 02/2017 | 03/2017 |
| Hopcat | Lincoln | NE | 02/2016 | 04/2017 |
| Charles Schwab And Co., Inc. | Omaha | NE | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-23 |
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