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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Westlake | TX | 11/2020 | 06/2024 |
| Clout Enterprises | Omaha | NE | 05/2020 | 11/2020 |
| Clout Enterprises | Omaha | NE | 10/2019 | 05/2020 |
| Account Executive | Bellevue | NE | 03/2016 | 02/2018 |
| Future Soccer | Omaha | NE | 03/2016 | 02/2018 |
| Bellevue University | Bellevue | NE | 11/2014 | 10/2019 |
| Charles Schwab And Co., Inc. | Westlake | TX | 06/2024 | Present |
| Schwab Wealth Advisory Inc | Westlake | TX | 04/2023 | Present |
DML SERVICES|Investment Related:No|Rental Services (Other than Real Estate)|Owner|2025-10-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Management of the business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-30 |
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