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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-04-22
  • NE RA
    APPROVED
    Since 2024-04-22

Branch Locations

200 S. 108 Ave, Omaha, NE 68154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade, Inc. Omaha NE 08/2021 09/2023
Berkshire Hathaway Homestate Companies Omaha NE 10/2019 08/2021
Unemployed Omaha NE 08/2019 09/2019
Polaris Industries Vermillion SD 05/2016 07/2019
Charles Schwab & Co., Inc. Omaha NE 09/2023 Present
  • 08/2021 → 09/2023
    Td Ameritrade, Inc.
    Omaha, NE
  • 10/2019 → 08/2021
    Berkshire Hathaway Homestate Companies
    Omaha, NE
  • 08/2019 → 09/2019
    Unemployed
    Omaha, NE
  • 05/2016 → 07/2019
    Polaris Industries
    Vermillion, SD
  • 09/2023 → Present
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-20
S63 Uniform Securities Agent State Law Examination 2021-12-10
  • S66 Uniform Combined State Law Examination
    2024-04-20
  • S63 Uniform Securities Agent State Law Examination
    2021-12-10
Other Names
  • Jordan Meyer

View on SEC IAPD

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