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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-10-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Westlake | TX | 10/2018 | 06/2024 |
| Nebraska Wesleyan University | Omaha | NE | 01/2018 | 05/2020 |
| Children's Hospital Of Omaha | Omaha | NE | 06/2015 | 09/2020 |
| Nebraska Wesleyan University | Lincoln | NE | 08/2013 | 12/2017 |
| Charles Schwab & Co., Inc. | Omaha | NE | 10/2023 | Present |
| Charles Schwab Bank, Ssb | Omaha | NE | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-10 |
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