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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-06-26 |
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 | 04/2021 | 09/2022 |
| Doordash | Omaha | NE | 05/2020 | 11/2023 |
| Players Clube Country Club | Omaha | NE | 05/2018 | 08/2018 |
| Scheels | Omaha | NE | 08/2017 | 04/2021 |
| Oak Hills | Omaha | NE | 05/2017 | 08/2017 |
| City Of Omaha | Omaha | NE | 11/2015 | 05/2017 |
| Charles Schwab & Co., Inc. | Omaha | NE | 09/2022 | Present |
1) Augment LLC | Investment Related:No|9950 Garvin Rd |Omaha|Nebraska|68122|USA|Computer/IT Services|CEO|4/1/2020|Less than 20|0.000000|Sole Owner/Operator. Creating and selling digital products and online content focused on health, fitness, and personal development. Product development including AI Prompts. templates, trackers, tools, and lightweight apps. Content Creation, Social Media Marketing, website management and general business operations. - No financial services or investment-related activities are involved. , 2) 8103 Templeton Dr | Investment Related:No|Real Estate (Non-Agent/Broker)|Homeowner|11/15/2023|Less than 20|0|Provide service and upkeep to primary residence
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-27 |
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