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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 07/2018 | 06/2024 |
| The Cheesecake Factory | Omaha | NE | 04/2015 | 06/2018 |
| Charles Schwab & Co., Inc. | Omaha | NE | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-19 |
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