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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-12-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Randstad | Omaha | NE | 01/2022 | 05/2022 |
| Northwestern Mutual | Omaha | NE | 01/2021 | 01/2022 |
| Full-Time Student | Omaha | NE | 08/2018 | 05/2020 |
| Td Ameritrade, Inc | Omaha | NE | 04/2022 | 02/2023 |
| Mass Markets | Sioux City | IA | 05/2019 | 01/2021 |
| Short Staff | Sioux City | IA | 05/2018 | 08/2018 |
| Full-Time Education | Sioux City | IA | 05/2012 | 05/2018 |
| Charles Schwab & Co., Inc. | Omaha | NE | 02/2023 | Present |
| Charles Schwab Bank, Ssb | Omaha | NE | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-09 |
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