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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-04-02 |
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 | Omaha | NE | 05/2021 | 04/2023 |
| Nebraska Department Of Correctional Services | Tecumseh | NE | 01/2018 | 05/2021 |
| Courtyard Marriott | Bellevue | NE | 04/2017 | 01/2018 |
| Omaha Steaks | Omaha | NE | 06/2016 | 03/2017 |
| Charles Schwab & Co., Inc. | Omaha | NE | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-09 |
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