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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Omaha | NE | 12/2018 | 06/2024 |
| Omaha Steaks | Omaha | NE | 11/2018 | 12/2018 |
| Beneficial Behavioral Health Services | Omaha | NE | 10/2018 | 12/2018 |
| Vocational Development Center, Inc. | Council Bluffs | IA | 07/2017 | 10/2018 |
| Sirkdot Innovattions | Lincoln | NE | 06/2016 | 07/2017 |
| Charles Schwab & Co., Inc. | Omaha | NE | 06/2024 | Present |
| Charles Schwab Bank, Ssb | Omaha | NE | 12/2024 | Present |
1) House of Pi Publishing, LLC | Investment Related:No|Printing/Publishing|Author|11/1/2016|Less than 20|0.000000|Writing, Publishing, Marketing two children's books., 2) Cast Off Form | Investment Related:No|Broadcasting/Music/Film|Musician / Artist / Writer|6/1/2021|Less than 20|0|Writing Music, Performing Music, Creating Short Films and Music Videos
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-16 |
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