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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Dallas | TX | 01/2021 | 04/2022 |
| Deloitte Llp | Omaha | NE | 01/2020 | 12/2020 |
| American National Bank | Omaha | NE | 12/2018 | 09/2019 |
| U.S. Air Force | Offutt Afb | NE | 08/2012 | 08/2018 |
| University Of Nebraska, Omaha | Omaha | NE | 08/2018 | 12/2019 |
| Deloitte Llp | Omaha | NE | 06/2018 | 08/2018 |
| Uber | Omaha | NE | 08/2018 | 12/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 04/2022 | Present |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 04/2022 | Present |
1) Rental Houses | Investment Related:No|Real Estate (Non-Agent/Broker)|Landlord|7/1/2025|Less than 20|0|I am landlord for my own rental properties.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-03-08 |
| S65 | Uniform Investment Adviser Law Examination | 2020-12-21 |
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